+354.5%
LPLA vs BBIO
+136.9%
+217.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.2% |
| 7D | -3.7% | -3.9% | +0.2% | -3.3% |
| 30D | -6.4% | -13.4% | +7.0% | -5.0% |
| 3M | +20.2% | +7.6% | +12.6% | +19.0% |
| 6M | +12.8% | -2.4% | +15.3% | +12.8% |
| YTD | -2.5% | -5.2% | +2.7% | -2.6% |
| 1Y | +1.9% | +36.9% | -34.9% | -2.2% |
| 3Y | +45.0% | +155.2% | -110.2% | +26.6% |
| 5Y | +146.6% | +44.0% | +102.6% | +96.2% |
| All | +354.5% | +136.9% | +217.7% | +168.9% |
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