+82.9%
HAL vs BBIO
+136.9%
-54.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.7% | +1.9% | -2.4% |
| 7D | -3.3% | -3.9% | +0.6% | -2.9% |
| 30D | +7.2% | -13.4% | +20.6% | +8.8% |
| 3M | -8.8% | +7.6% | -16.3% | -9.8% |
| 6M | +3.0% | -2.4% | +5.4% | +2.6% |
| YTD | +29.4% | -5.2% | +34.6% | +28.8% |
| 1Y | +62.8% | +36.9% | +25.9% | +55.0% |
| 3Y | -6.4% | +155.2% | -161.6% | -19.4% |
| 5Y | +103.6% | +44.0% | +59.6% | +61.8% |
| All | +82.9% | +136.9% | -54.0% | +3.9% |
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