+37.7%
BBIO vs NWSA
+3.0%
+34.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -3.2% | -2.8% | -0.4% | -3.0% |
| 30D | -13.6% | +3.0% | -16.6% | -13.9% |
| 3M | +7.2% | +12.3% | -5.1% | +5.9% |
| 6M | +1.5% | +21.9% | -20.4% | -0.2% |
| YTD | -5.3% | +13.6% | -18.9% | -5.6% |
| 1Y | +37.7% | +0.5% | +37.2% | +38.0% |
| All | +37.7% | +3.0% | +34.7% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling