+228.4%
ACWI vs NBIX
+219.9%
+8.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -0.9% | -0.2% | -0.7% | -0.9% |
| 3M | +3.5% | -4.0% | +7.5% | +3.9% |
| 6M | +12.8% | +20.6% | -7.8% | +9.2% |
| YTD | +14.0% | +10.1% | +3.8% | +11.6% |
| 1Y | +19.2% | +8.8% | +10.4% | +16.7% |
| 3Y | +75.1% | +42.5% | +32.6% | +61.1% |
| 5Y | +68.6% | +61.5% | +7.1% | +50.3% |
| All | +228.4% | +219.9% | +8.5% | +175.0% |
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