+13.0%
HAS vs BBIO
+42.9%
-29.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.7% | +6.0% | +1.6% |
| 7D | -3.1% | -3.9% | +0.8% | -2.9% |
| 30D | -6.4% | -13.4% | +7.0% | -5.7% |
| 3M | +10.4% | +7.6% | +2.8% | +9.8% |
| 6M | -3.7% | -2.4% | -1.2% | -3.8% |
| YTD | +12.5% | -5.2% | +17.7% | +12.3% |
| 1Y | +19.8% | +36.9% | -17.1% | +17.0% |
| 3Y | +46.0% | +155.2% | -109.2% | +36.0% |
| All | +13.0% | +42.9% | -29.8% | -5.8% |
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