+664.1%
APP vs NBIX
+43.8%
+620.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | +6.6% | -0.2% | +6.8% | +6.6% |
| 3M | -32.3% | -4.0% | -28.3% | -31.7% |
| 6M | -29.8% | +20.6% | -50.4% | -33.7% |
| YTD | -51.9% | +10.1% | -62.1% | -53.3% |
| 1Y | -43.3% | +8.8% | -52.1% | -44.8% |
| 3Y | +664.1% | +42.5% | +621.6% | +661.8% |
| All | +664.1% | +43.8% | +620.2% | +661.8% |
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 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