-81.8%
HTZ vs BBIO
+156.2%
-238.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | 0.0% | -8.4% | -8.4% |
| 7D | -14.6% | -0.9% | -13.7% | -14.0% |
| 30D | -20.8% | +11.7% | -32.5% | -23.1% |
| 3M | -18.8% | -10.3% | -8.5% | -15.9% |
| 6M | -74.7% | +9.1% | -83.8% | -75.3% |
| YTD | -68.1% | -2.9% | -65.2% | -68.1% |
| 1Y | -73.5% | +18.4% | -91.9% | -75.0% |
| 3Y | -81.8% | +166.5% | -248.3% | -88.0% |
| All | -81.8% | +156.2% | -238.0% | -88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling