+308.6%
HUBB vs BBIO
+136.7%
+172.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | -0.1% | -3.2% | +3.1% | +0.2% |
| 30D | -10.0% | -13.6% | +3.6% | -9.0% |
| 3M | -1.6% | +7.2% | -8.8% | -2.3% |
| 6M | -3.1% | +1.5% | -4.6% | -3.5% |
| YTD | +4.6% | -5.3% | +9.9% | +4.5% |
| 1Y | +3.3% | +37.7% | -34.4% | +0.2% |
| 3Y | +46.6% | +153.9% | -107.3% | +33.6% |
| 5Y | +158.7% | +43.9% | +114.8% | +121.7% |
| All | +308.6% | +136.7% | +172.0% | +193.8% |
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 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