+304.9%
AEM vs NBIX
+59.9%
+244.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | -2.1% | +0.4% | -2.5% | -2.2% |
| 30D | +8.4% | -0.2% | +8.6% | +8.5% |
| 3M | +27.3% | -4.0% | +31.3% | +27.7% |
| 6M | -9.7% | +20.6% | -30.3% | -12.0% |
| YTD | +19.0% | +10.1% | +8.8% | +17.0% |
| 1Y | +31.5% | +8.8% | +22.7% | +29.2% |
| 3Y | +338.7% | +42.5% | +296.2% | +309.8% |
| All | +304.9% | +59.9% | +244.9% | +268.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling