+79.4%
HD vs BBIO
+148.5%
-69.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.2% |
| 7D | -1.8% | -0.5% | -1.3% | -1.8% |
| 30D | -10.8% | -10.1% | -0.7% | -10.1% |
| 3M | -2.7% | +12.4% | -15.1% | -3.7% |
| 6M | -10.3% | +15.9% | -26.2% | -11.6% |
| YTD | -7.8% | -0.5% | -7.3% | -8.2% |
| 1Y | -23.1% | +42.2% | -65.3% | -25.8% |
| 3Y | +2.0% | +167.8% | -165.8% | -8.0% |
| 5Y | +6.2% | +49.6% | -43.3% | -11.5% |
| All | +79.4% | +148.5% | -69.2% | +28.6% |
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