-95.0%
HTZ vs BBIO
+38.8%
-133.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | 0.0% | -8.4% | -8.4% |
| 7D | -14.6% | -0.9% | -13.7% | -14.3% |
| 30D | -20.8% | +11.7% | -32.5% | -21.9% |
| 3M | -18.8% | -10.3% | -8.5% | -17.5% |
| 6M | -74.7% | +9.1% | -83.8% | -75.0% |
| YTD | -68.1% | -2.9% | -65.2% | -68.1% |
| 1Y | -73.5% | +18.4% | -91.9% | -74.2% |
| 3Y | -81.8% | +166.5% | -248.3% | -84.2% |
| All | -95.0% | +38.8% | -133.8% | -96.4% |
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