+1,001.7%
LLY vs BBIO
+148.5%
+853.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | 0.0% |
| 7D | -3.1% | -0.5% | -2.5% | -3.1% |
| 30D | -8.6% | -10.1% | +1.5% | -8.2% |
| 3M | -1.6% | +12.4% | -14.1% | -2.2% |
| 6M | +11.8% | +15.9% | -4.1% | +11.0% |
| YTD | +5.1% | -0.5% | +5.7% | +4.9% |
| 1Y | +50.7% | +42.2% | +8.5% | +48.3% |
| 3Y | +95.7% | +167.8% | -72.1% | +86.8% |
| 5Y | +390.2% | +49.6% | +340.6% | +353.1% |
| All | +1,001.7% | +148.5% | +853.2% | +882.5% |
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