+16.9%
APA vs NBIX
+43.8%
-26.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +4.6% | +0.4% | +4.2% | +4.5% |
| 30D | +11.9% | -0.2% | +12.1% | +11.9% |
| 3M | +22.5% | -4.0% | +26.5% | +22.6% |
| 6M | +37.5% | +20.6% | +16.9% | +31.7% |
| YTD | +87.2% | +10.1% | +77.0% | +82.5% |
| 1Y | +101.4% | +8.8% | +92.6% | +96.2% |
| 3Y | +16.9% | +42.5% | -25.6% | -1.7% |
| All | +16.9% | +43.8% | -26.9% | -1.7% |
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