+39.6%
NTRS vs BBIO
+26.6%
+13.0%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +3.1% | +6.3% | -3.2% | +2.5% |
| 30D | +5.8% | +20.4% | -14.6% | +3.9% |
| 3M | -4.9% | -7.1% | +2.2% | -4.0% |
| 6M | +11.9% | +16.7% | -4.8% | +9.5% |
| YTD | +32.2% | +2.9% | +29.3% | +30.3% |
| 1Y | +39.6% | +25.3% | +14.4% | +34.5% |
| All | +39.6% | +26.6% | +13.0% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling