+23.1%
LII vs BBIO
+40.9%
-17.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +3.9% | -0.4% |
| 7D | -3.5% | -3.9% | +0.4% | -3.2% |
| 30D | -13.5% | -13.4% | -0.1% | -12.5% |
| 3M | -26.0% | +7.6% | -33.6% | -26.6% |
| 6M | -26.8% | -2.4% | -24.4% | -26.8% |
| YTD | -22.9% | -5.2% | -17.6% | -22.9% |
| 1Y | -32.6% | +36.9% | -69.5% | -34.8% |
| 3Y | -1.3% | +155.2% | -156.5% | -10.7% |
| 5Y | +23.1% | +44.0% | -20.9% | -3.6% |
| All | +23.1% | +40.9% | -17.9% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling