+151.8%
NOK vs BBIO
+136.7%
+15.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +11.0% | -3.2% | +14.2% | +11.2% |
| 30D | +7.8% | -13.6% | +21.4% | +8.8% |
| 3M | -21.0% | +7.2% | -28.2% | -21.3% |
| 6M | +40.9% | +1.5% | +39.4% | +40.6% |
| YTD | +72.0% | -5.3% | +77.3% | +71.9% |
| 1Y | +140.9% | +37.7% | +103.2% | +135.2% |
| 3Y | +194.3% | +153.9% | +40.3% | +173.0% |
| 5Y | +112.5% | +43.9% | +68.7% | +81.2% |
| All | +151.8% | +136.7% | +15.1% | +82.5% |
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