+264.9%
NTAP vs BBIO
+136.9%
+128.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.3% |
| 7D | -1.0% | -3.9% | +2.9% | -0.7% |
| 30D | -7.5% | -13.4% | +5.9% | -6.5% |
| 3M | +14.6% | +7.6% | +7.1% | +13.9% |
| 6M | +91.0% | -2.4% | +93.5% | +90.9% |
| YTD | +73.7% | -5.2% | +78.9% | +73.4% |
| 1Y | +51.2% | +36.9% | +14.3% | +46.4% |
| 3Y | +146.1% | +155.2% | -9.1% | +123.5% |
| 5Y | +122.8% | +44.0% | +78.8% | +87.9% |
| All | +264.9% | +136.9% | +128.1% | +174.0% |
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