+257.9%
THC vs BBIO
+42.7%
+215.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -0.5% | -3.2% | +2.7% | -0.3% |
| 30D | -1.2% | -13.6% | +12.4% | -0.1% |
| 3M | +52.3% | +7.2% | +45.0% | +51.3% |
| 6M | +12.4% | +1.5% | +10.9% | +12.0% |
| YTD | +32.7% | -5.3% | +38.0% | +32.5% |
| 1Y | +36.4% | +37.7% | -1.4% | +32.2% |
| 3Y | +259.3% | +153.9% | +105.4% | +227.5% |
| All | +257.9% | +42.7% | +215.2% | +188.4% |
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