+53.3%
LII vs BBIO
+144.2%
-90.9%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +2.1% | -2.4% | +4.5% | +2.3% |
| 30D | -12.4% | -11.5% | -0.9% | -11.5% |
| 3M | -24.8% | +11.0% | -35.8% | -25.5% |
| 6M | -25.2% | +14.4% | -39.5% | -26.2% |
| YTD | -20.3% | -2.3% | -18.0% | -20.5% |
| 1Y | -32.9% | +37.7% | -70.6% | -35.1% |
| 3Y | +2.0% | +163.1% | -161.1% | -7.9% |
| 5Y | +24.4% | +49.5% | -25.0% | +2.2% |
| All | +53.3% | +144.2% | -90.9% | +14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling