+77.0%
LMT vs BBIO
+136.7%
-59.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.2% | -3.2% | +3.0% | -0.1% |
| 30D | -13.1% | -13.6% | +0.5% | -12.8% |
| 3M | -3.9% | +7.2% | -11.1% | -4.1% |
| 6M | -18.3% | +1.5% | -19.7% | -18.4% |
| YTD | +10.3% | -5.3% | +15.6% | +10.3% |
| 1Y | +14.2% | +37.7% | -23.5% | +13.1% |
| 3Y | +35.0% | +153.9% | -118.9% | +30.8% |
| 5Y | +73.2% | +43.9% | +29.4% | +65.7% |
| All | +77.0% | +136.7% | -59.7% | +60.8% |
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 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