+187.8%
HIG vs BBIO
+136.7%
+51.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.5% | -3.2% | +1.8% | -1.2% |
| 30D | -0.4% | -13.6% | +13.2% | +0.7% |
| 3M | +6.7% | +7.2% | -0.6% | +5.9% |
| 6M | +2.0% | +1.5% | +0.5% | +1.5% |
| YTD | +0.3% | -5.3% | +5.6% | +0.1% |
| 1Y | +4.2% | +37.7% | -33.5% | +0.7% |
| 3Y | +102.2% | +153.9% | -51.7% | +82.3% |
| 5Y | +118.5% | +43.9% | +74.6% | +85.7% |
| All | +187.8% | +136.7% | +51.2% | +82.2% |
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