+158.3%
APA vs NBIX
+59.9%
+98.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +22.8% |
| 6M | +37.5% | +20.6% | +16.9% | +30.8% |
| YTD | +87.2% | +10.1% | +77.0% | +81.4% |
| 1Y | +101.4% | +8.8% | +92.6% | +95.0% |
| 3Y | +16.9% | +42.5% | -25.6% | 0.0% |
| All | +158.3% | +59.9% | +98.3% | +104.8% |
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