+169,182.0%
AAPL vs NBIX
+1,201.8%
+167,980.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.1% |
| 6M | +27.6% | +20.6% | +7.0% | +24.1% |
| YTD | +22.6% | +10.1% | +12.4% | +20.6% |
| 1Y | +45.0% | +8.8% | +36.2% | +42.6% |
| 3Y | +87.8% | +42.5% | +45.3% | +75.4% |
| 5Y | +128.7% | +61.5% | +67.2% | +108.0% |
| 10Y | +1,308.9% | +217.6% | +1,091.3% | +1,023.4% |
| All | +169,182.0% | +1,201.8% | +167,980.2% | +72,934.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling