+208.4%
AGI vs NBIX
+43.8%
+164.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | +7.2% | -0.2% | +7.4% | +7.3% |
| 3M | +4.3% | -4.0% | +8.2% | +4.6% |
| 6M | -27.1% | +20.6% | -47.7% | -30.0% |
| YTD | -6.6% | +10.1% | -16.8% | -9.0% |
| 1Y | +9.5% | +8.8% | +0.7% | +6.7% |
| 3Y | +208.4% | +42.5% | +166.0% | +185.7% |
| All | +208.4% | +43.8% | +164.6% | +185.7% |
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 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