+78.4%
HD vs BBIO
+136.7%
-58.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -3.8% | -3.2% | -0.6% | -3.6% |
| 30D | -9.4% | -13.6% | +4.2% | -8.4% |
| 3M | -4.6% | +7.2% | -11.8% | -5.3% |
| 6M | -10.1% | +1.5% | -11.6% | -10.4% |
| YTD | -8.3% | -5.3% | -3.0% | -8.4% |
| 1Y | -25.0% | +37.7% | -62.7% | -27.4% |
| 3Y | +1.5% | +153.9% | -152.4% | -8.0% |
| 5Y | +5.6% | +43.9% | -38.3% | -11.8% |
| All | +78.4% | +136.7% | -58.3% | +28.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling