+82.5%
HBIO vs SPY
+18.1%
+64.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -2.5% |
| 7D | +0.1% | -0.8% | +0.9% | +1.0% |
| 30D | +30.1% | -1.1% | +31.2% | +31.7% |
| 3M | +20.9% | +3.9% | +17.1% | +13.8% |
| 6M | +57.5% | +13.6% | +43.8% | +31.0% |
| YTD | +19.9% | +12.7% | +7.2% | +0.9% |
| 1Y | +82.5% | +17.5% | +65.0% | +36.7% |
| All | +82.5% | +18.1% | +64.4% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling