-9.7%
BHVN vs SPY
+18.1%
-27.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.6% |
| 7D | -19.0% | -0.8% | -18.2% | -18.2% |
| 30D | -11.7% | -1.1% | -10.6% | -10.5% |
| 3M | +11.8% | +3.9% | +7.9% | +7.2% |
| 6M | +21.5% | +13.6% | +7.9% | +4.0% |
| YTD | +12.6% | +12.7% | -0.1% | -2.9% |
| 1Y | -9.7% | +17.5% | -27.2% | -24.3% |
| All | -9.7% | +18.1% | -27.8% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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