+1,115.4%
HWM vs BBIO
+148.5%
+966.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.3% |
| 7D | -8.0% | -0.5% | -7.5% | -8.0% |
| 30D | -18.0% | -10.1% | -7.9% | -17.1% |
| 3M | -9.5% | +12.4% | -21.9% | -10.8% |
| 6M | -8.4% | +15.9% | -24.3% | -10.1% |
| YTD | +13.6% | -0.5% | +14.2% | +13.0% |
| 1Y | +30.2% | +42.2% | -12.0% | +24.5% |
| 3Y | +392.2% | +167.8% | +224.4% | +331.1% |
| 5Y | +645.2% | +49.6% | +595.6% | +500.9% |
| All | +1,115.4% | +148.5% | +966.9% | +767.3% |
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