+161.6%
HALO vs BBIO
+42.7%
+118.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -2.7% | -3.2% | +0.5% | -2.4% |
| 30D | +5.3% | -13.6% | +18.9% | +7.1% |
| 3M | +51.6% | +7.2% | +44.3% | +50.1% |
| 6M | +61.3% | +1.5% | +59.8% | +60.5% |
| YTD | +59.3% | -5.3% | +64.6% | +59.2% |
| 1Y | +38.3% | +37.7% | +0.6% | +32.1% |
| 3Y | +185.9% | +153.9% | +32.0% | +149.7% |
| All | +161.6% | +42.7% | +118.9% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling