+83.3%
NI vs BBIO
+136.7%
-53.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | 0.0% | -3.2% | +3.3% | +0.2% |
| 30D | -1.4% | -13.6% | +12.2% | -0.9% |
| 3M | -10.6% | +7.2% | -17.8% | -10.9% |
| 6M | -9.3% | +1.5% | -10.8% | -9.5% |
| YTD | +1.1% | -5.3% | +6.4% | +1.0% |
| 1Y | +3.4% | +37.7% | -34.3% | +1.7% |
| 3Y | +67.9% | +153.9% | -86.0% | +59.9% |
| 5Y | +98.0% | +43.9% | +54.1% | +84.6% |
| All | +83.3% | +136.7% | -53.4% | +56.9% |
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