-89.6%
HBIO vs SPY
+82.3%
-171.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -2.6% |
| 7D | +0.1% | -0.8% | +0.9% | +1.1% |
| 30D | +30.1% | -1.1% | +31.2% | +31.8% |
| 3M | +20.9% | +3.9% | +17.1% | +13.9% |
| 6M | +57.5% | +13.6% | +43.8% | +32.6% |
| YTD | +19.9% | +12.7% | +7.2% | +2.1% |
| 1Y | +82.5% | +17.5% | +65.0% | +46.4% |
| 3Y | -80.7% | +76.9% | -157.6% | -89.5% |
| All | -89.6% | +82.3% | -171.8% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling