-94.0%
HTZ vs BBIO
+61.6%
-155.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -8.5% | +5.4% | -13.9% | -9.2% |
| 30D | -18.9% | +20.6% | -39.5% | -20.9% |
| 3M | -36.0% | -3.6% | -32.5% | -35.7% |
| 6M | -74.6% | +14.1% | -88.7% | -75.0% |
| YTD | -70.8% | +2.4% | -73.2% | -71.0% |
| 1Y | -75.3% | +20.4% | -95.6% | -76.0% |
| 3Y | -81.6% | +184.5% | -266.1% | -84.1% |
| All | -94.0% | +61.6% | -155.6% | -96.0% |
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 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