+33.9%
AAPL vs NBIX
+14.2%
+19.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.1% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | +3.0% | -3.6% | +6.6% | +3.8% |
| 3M | +2.9% | -7.0% | +9.9% | +5.1% |
| 6M | +22.1% | +16.6% | +5.5% | +19.3% |
| YTD | +18.0% | +9.7% | +8.3% | +16.1% |
| 1Y | +33.9% | +10.9% | +23.1% | +30.5% |
| All | +33.9% | +14.2% | +19.8% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling