+69.2%
HST vs BBIO
+42.7%
+26.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +0.9% | -3.2% | +4.1% | +1.1% |
| 30D | -2.5% | -13.6% | +11.1% | -1.3% |
| 3M | -5.1% | +7.2% | -12.4% | -5.8% |
| 6M | +21.6% | +1.5% | +20.1% | +21.1% |
| YTD | +31.6% | -5.3% | +36.9% | +31.5% |
| 1Y | +36.1% | +37.7% | -1.6% | +31.7% |
| 3Y | +66.5% | +153.9% | -87.4% | +50.6% |
| All | +69.2% | +42.7% | +26.4% | +36.8% |
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