+18.5%
BBIO vs HRB
+15.1%
+3.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.7% |
| 7D | +5.0% | +10.7% | -5.7% | +5.5% |
| 30D | +10.9% | +29.0% | -18.1% | +12.6% |
| 3M | -9.4% | +21.0% | -30.4% | -8.2% |
| 6M | +8.0% | +86.9% | -79.0% | +14.0% |
| YTD | -2.9% | +30.5% | -33.4% | +0.6% |
| 1Y | +18.5% | +13.6% | +5.0% | +24.2% |
| All | +18.5% | +15.1% | +3.4% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling