+62.2%
HST vs BBIO
+148.5%
-86.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.3% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | -2.8% | -10.1% | +7.4% | -1.6% |
| 3M | -6.5% | +12.4% | -18.9% | -7.9% |
| 6M | +20.7% | +15.9% | +4.8% | +18.1% |
| YTD | +30.5% | -0.5% | +31.0% | +29.5% |
| 1Y | +36.8% | +42.2% | -5.4% | +29.9% |
| 3Y | +65.9% | +167.8% | -101.9% | +42.2% |
| 5Y | +73.9% | +49.6% | +24.3% | +34.4% |
| All | +62.2% | +148.5% | -86.3% | -0.7% |
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