+1,278.0%
AAPL vs NBIX
+219.9%
+1,058.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +3.8% | +0.4% | +3.5% | +3.8% |
| 30D | +9.9% | -0.2% | +10.1% | +10.0% |
| 3M | +12.5% | -4.0% | +16.5% | +13.4% |
| 6M | +27.6% | +20.6% | +7.0% | +22.6% |
| YTD | +22.6% | +10.1% | +12.4% | +19.7% |
| 1Y | +45.0% | +8.8% | +36.2% | +41.5% |
| 3Y | +87.8% | +42.5% | +45.3% | +69.0% |
| 5Y | +128.7% | +61.5% | +67.2% | +97.6% |
| All | +1,278.0% | +219.9% | +1,058.1% | +1,022.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling