-26.8%
HDB vs BBIO
+136.9%
-163.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.7% | +3.6% | -0.7% |
| 7D | -6.2% | -3.9% | -2.3% | -5.9% |
| 30D | -6.2% | -13.4% | +7.2% | -5.1% |
| 3M | -5.9% | +7.6% | -13.4% | -6.6% |
| 6M | -25.9% | -2.4% | -23.5% | -25.9% |
| YTD | -40.2% | -5.2% | -35.0% | -40.3% |
| 1Y | -38.0% | +36.9% | -74.9% | -40.0% |
| 3Y | -30.5% | +155.2% | -185.7% | -37.5% |
| 5Y | -38.1% | +44.0% | -82.1% | -48.9% |
| All | -26.8% | +136.9% | -163.7% | -45.7% |
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