-76.9%
HBIO price history and return analytics
+368.9%
-445.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.2% |
| 7D | +0.1% | -1.1% | +1.2% | +1.0% |
| 30D | +30.1% | -1.0% | +31.1% | +31.1% |
| 3M | +20.9% | +3.2% | +17.8% | +17.3% |
| 6M | +57.5% | +12.5% | +45.0% | +43.4% |
| YTD | +19.9% | +14.1% | +5.8% | +8.1% |
| 1Y | +82.5% | +18.9% | +63.6% | +59.0% |
| 3Y | -80.7% | +74.1% | -154.8% | -86.9% |
| 5Y | -89.6% | +66.9% | -156.5% | -92.7% |
| 10Y | -69.7% | +228.3% | -298.0% | -86.4% |
| All | -76.9% | +368.9% | -445.9% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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