-33.7%
HDB vs BBIO
+42.7%
-76.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.1% | +7.0% | +6.9% |
| 7D | +0.7% | -3.2% | +3.9% | +0.9% |
| 30D | +1.0% | -13.6% | +14.6% | +2.0% |
| 3M | -2.0% | +7.2% | -9.2% | -2.6% |
| 6M | -18.1% | +1.5% | -19.6% | -18.4% |
| YTD | -36.1% | -5.3% | -30.8% | -36.2% |
| 1Y | -34.0% | +37.7% | -71.8% | -35.8% |
| 3Y | -26.7% | +153.9% | -180.6% | -32.7% |
| All | -33.7% | +42.7% | -76.4% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling