+1,049.2%
HL vs BBIO
+136.7%
+912.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -4.4% | -3.2% | -1.1% | -3.9% |
| 30D | +9.3% | -13.6% | +22.9% | +11.3% |
| 3M | +32.0% | +7.2% | +24.7% | +30.8% |
| 6M | -6.4% | +1.5% | -7.9% | -6.8% |
| YTD | +3.1% | -5.3% | +8.4% | +3.4% |
| 1Y | +77.6% | +37.7% | +39.8% | +69.7% |
| 3Y | +392.8% | +153.9% | +238.9% | +328.2% |
| 5Y | +234.1% | +43.9% | +190.2% | +159.9% |
| All | +1,049.2% | +136.7% | +912.5% | +725.6% |
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