+66.0%
NUE vs BBIO
+154.4%
-88.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -0.6% | -3.2% | +2.6% | -0.2% |
| 30D | -4.6% | -13.6% | +9.0% | -2.6% |
| 3M | -0.3% | +7.2% | -7.6% | -1.9% |
| 6M | +51.9% | +1.5% | +50.4% | +50.3% |
| YTD | +60.0% | -5.3% | +65.3% | +59.2% |
| 1Y | +82.9% | +37.7% | +45.2% | +70.7% |
| 3Y | +66.0% | +153.9% | -87.9% | +33.8% |
| All | +66.0% | +154.4% | -88.5% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling