+187.5%
NVT vs BBIO
+154.4%
+33.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.7% |
| 7D | +4.1% | -3.2% | +7.3% | +4.6% |
| 30D | -5.1% | -13.6% | +8.5% | -3.0% |
| 3M | -1.2% | +7.2% | -8.4% | -2.7% |
| 6M | +46.6% | +1.5% | +45.1% | +45.2% |
| YTD | +60.0% | -5.3% | +65.3% | +59.5% |
| 1Y | +70.8% | +37.7% | +33.1% | +59.5% |
| 3Y | +187.5% | +153.9% | +33.6% | +136.0% |
| All | +187.5% | +154.4% | +33.1% | +136.0% |
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 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