+32.9%
A vs NBIX
+43.8%
-10.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | -2.6% | +0.4% | -3.0% | -2.7% |
| 30D | -0.9% | -0.2% | -0.7% | -0.9% |
| 3M | +13.6% | -4.0% | +17.6% | +14.1% |
| 6M | +27.8% | +20.6% | +7.2% | +21.7% |
| YTD | +8.6% | +10.1% | -1.5% | +5.3% |
| 1Y | +16.9% | +8.8% | +8.1% | +13.3% |
| 3Y | +32.9% | +42.5% | -9.6% | +19.2% |
| All | +32.9% | +43.8% | -10.9% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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