+296.1%
NTAP vs BBIO
+136.7%
+159.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.5% |
| 7D | +7.4% | -3.2% | +10.6% | +7.6% |
| 30D | -1.4% | -13.6% | +12.2% | -0.3% |
| 3M | +24.6% | +7.2% | +17.3% | +23.8% |
| 6M | +105.9% | +1.5% | +104.4% | +105.2% |
| YTD | +88.5% | -5.3% | +93.8% | +88.2% |
| 1Y | +62.1% | +37.7% | +24.4% | +56.8% |
| 3Y | +169.1% | +153.9% | +15.1% | +144.4% |
| 5Y | +141.9% | +43.9% | +98.0% | +104.0% |
| All | +296.1% | +136.7% | +159.4% | +197.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling