+81.7%
HAL vs BBIO
+136.7%
-55.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -3.3% | -3.2% | -0.1% | -3.0% |
| 30D | +8.2% | -13.6% | +21.8% | +9.8% |
| 3M | -9.4% | +7.2% | -16.7% | -10.4% |
| 6M | +0.6% | +1.5% | -0.8% | -0.1% |
| YTD | +28.6% | -5.3% | +33.9% | +28.0% |
| 1Y | +63.9% | +37.7% | +26.2% | +56.0% |
| 3Y | -7.1% | +153.9% | -161.0% | -20.0% |
| 5Y | +102.3% | +43.9% | +58.5% | +60.8% |
| All | +81.7% | +136.7% | -55.0% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling