+45.7%
LII vs BBIO
+136.7%
-90.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -6.3% | -3.2% | -3.1% | -6.0% |
| 30D | -13.0% | -13.6% | +0.6% | -12.0% |
| 3M | -29.0% | +7.2% | -36.3% | -29.5% |
| 6M | -27.7% | +1.5% | -29.1% | -27.9% |
| YTD | -24.2% | -5.3% | -18.9% | -24.3% |
| 1Y | -34.8% | +37.7% | -72.5% | -36.9% |
| 3Y | -4.2% | +153.9% | -158.1% | -13.3% |
| 5Y | +20.9% | +43.9% | -23.0% | -0.4% |
| All | +45.7% | +136.7% | -90.9% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling