+150.2%
ALL vs NBIX
+43.8%
+106.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -2.3% | +0.4% | -2.6% | -2.3% |
| 30D | -0.4% | -0.2% | -0.2% | -0.4% |
| 3M | +16.0% | -4.0% | +20.0% | +16.3% |
| 6M | +24.6% | +20.6% | +4.0% | +22.2% |
| YTD | +23.7% | +10.1% | +13.5% | +22.2% |
| 1Y | +27.7% | +8.8% | +18.9% | +26.2% |
| 3Y | +150.2% | +42.5% | +107.8% | +122.1% |
| All | +150.2% | +43.8% | +106.4% | +122.1% |
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