+84.8%
NTR vs BBIO
+136.7%
-51.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.3% | -3.2% | +1.9% | -1.1% |
| 30D | +16.8% | -13.6% | +30.4% | +18.0% |
| 3M | +20.7% | +7.2% | +13.5% | +19.9% |
| 6M | +0.5% | +1.5% | -0.9% | 0.0% |
| YTD | +29.2% | -5.3% | +34.5% | +28.9% |
| 1Y | +39.6% | +37.7% | +1.9% | +35.1% |
| 3Y | +37.9% | +153.9% | -116.0% | +25.2% |
| 5Y | +47.1% | +43.9% | +3.2% | +26.9% |
| All | +84.8% | +136.7% | -51.9% | +30.1% |
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