-75.1%
LULU vs BBIO
+154.4%
-229.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.2% | +2.2% |
| 7D | -1.6% | -3.2% | +1.6% | -1.2% |
| 30D | -18.1% | -13.6% | -4.5% | -16.5% |
| 3M | -18.8% | +7.2% | -26.0% | -19.8% |
| 6M | -39.2% | +1.5% | -40.7% | -39.5% |
| YTD | -52.4% | -5.3% | -47.1% | -52.4% |
| 1Y | -40.3% | +37.7% | -78.0% | -43.4% |
| 3Y | -75.1% | +153.9% | -229.0% | -79.4% |
| All | -75.1% | +154.4% | -229.5% | -79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling