+654.7%
NVT vs BBIO
+136.7%
+518.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.7% |
| 7D | +4.1% | -3.2% | +7.3% | +4.4% |
| 30D | -5.1% | -13.6% | +8.5% | -3.6% |
| 3M | -1.2% | +7.2% | -8.4% | -2.2% |
| 6M | +46.6% | +1.5% | +45.1% | +45.7% |
| YTD | +60.0% | -5.3% | +65.3% | +59.7% |
| 1Y | +70.8% | +37.7% | +33.1% | +63.0% |
| 3Y | +187.5% | +153.9% | +33.6% | +150.2% |
| 5Y | +426.1% | +43.9% | +382.3% | +319.8% |
| All | +654.7% | +136.7% | +518.0% | +348.9% |
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