+87.8%
AAPL vs NBIX
+43.8%
+43.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +13.5% |
| 6M | +27.6% | +20.6% | +7.0% | +23.3% |
| YTD | +22.6% | +10.1% | +12.4% | +20.1% |
| 1Y | +45.0% | +8.8% | +36.2% | +42.0% |
| 3Y | +87.8% | +42.5% | +45.3% | +75.3% |
| All | +87.8% | +43.8% | +43.9% | +75.3% |
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