+143.4%
NTAP vs BBIO
+42.7%
+100.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.6% |
| 3M | +24.6% | +7.2% | +17.3% | +24.0% |
| 6M | +105.9% | +1.5% | +104.4% | +105.4% |
| YTD | +88.5% | -5.3% | +93.8% | +88.4% |
| 1Y | +62.1% | +37.7% | +24.4% | +58.2% |
| 3Y | +169.1% | +153.9% | +15.1% | +151.3% |
| All | +143.4% | +42.7% | +100.6% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling