+622.3%
HWM vs BBIO
+42.7%
+579.6%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -11.4% | -3.2% | -8.2% | -11.2% |
| 30D | -18.5% | -13.6% | -4.9% | -17.5% |
| 3M | -13.2% | +7.2% | -20.4% | -13.8% |
| 6M | -8.7% | +1.5% | -10.1% | -9.0% |
| YTD | +12.2% | -5.3% | +17.5% | +12.1% |
| 1Y | +24.9% | +37.7% | -12.8% | +21.2% |
| 3Y | +383.9% | +153.9% | +230.0% | +342.4% |
| All | +622.3% | +42.7% | +579.6% | +531.5% |
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