+53.3%
NVS vs BBIO
+154.4%
-101.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -14.3% | -3.2% | -11.1% | -14.1% |
| 30D | -10.0% | -13.6% | +3.6% | -9.2% |
| 3M | -10.9% | +7.2% | -18.1% | -11.3% |
| 6M | -12.0% | +1.5% | -13.4% | -12.2% |
| YTD | +2.5% | -5.3% | +7.8% | +2.4% |
| 1Y | +10.7% | +37.7% | -27.0% | +8.2% |
| 3Y | +53.3% | +153.9% | -100.6% | +43.2% |
| All | +53.3% | +154.4% | -101.1% | +43.2% |
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