+155.0%
HPE vs BBIO
+36.5%
+118.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.1% | +12.5% | +12.5% |
| 7D | +19.4% | -3.2% | +22.6% | +20.1% |
| 30D | +5.6% | -13.6% | +19.2% | +8.1% |
| 3M | +33.1% | +7.2% | +25.8% | +33.1% |
| 6M | +192.5% | +1.5% | +191.0% | +193.9% |
| YTD | +160.9% | -5.3% | +166.2% | +163.7% |
| 1Y | +155.0% | +37.7% | +117.2% | +134.9% |
| All | +155.0% | +36.5% | +118.5% | +134.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling