+9.8%
HAS vs BBIO
+148.5%
-138.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.2% | -1.6% |
| 7D | -4.8% | -0.5% | -4.3% | -4.8% |
| 30D | -5.1% | -10.1% | +5.0% | -4.5% |
| 3M | +6.4% | +12.4% | -6.0% | +5.4% |
| 6M | -5.6% | +15.9% | -21.6% | -6.9% |
| YTD | +11.0% | -0.5% | +11.5% | +10.4% |
| 1Y | +16.8% | +42.2% | -25.4% | +13.1% |
| 3Y | +44.0% | +167.8% | -123.8% | +31.4% |
| 5Y | +11.0% | +49.6% | -38.6% | -5.7% |
| All | +9.8% | +148.5% | -138.7% | -16.9% |
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