+64.2%
AIG vs NBIX
+219.9%
-155.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -1.2% | +0.4% | -1.5% | -1.2% |
| 30D | -1.1% | -0.2% | -0.9% | -1.1% |
| 3M | +0.7% | -4.0% | +4.7% | +1.1% |
| 6M | -2.2% | +20.6% | -22.8% | -5.8% |
| YTD | -10.8% | +10.1% | -21.0% | -13.0% |
| 1Y | -2.0% | +8.8% | -10.8% | -4.5% |
| 3Y | +34.8% | +42.5% | -7.6% | +21.1% |
| 5Y | +55.0% | +61.5% | -6.4% | +34.0% |
| All | +64.2% | +219.9% | -155.7% | +33.0% |
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