-69.3%
APTV vs NBIX
+59.9%
-129.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -5.0% | +0.4% | -5.4% | -5.1% |
| 30D | -6.1% | -0.2% | -5.9% | -6.1% |
| 3M | -33.0% | -4.0% | -29.0% | -32.5% |
| 6M | -35.2% | +20.6% | -55.8% | -38.8% |
| YTD | -40.1% | +10.1% | -50.3% | -42.3% |
| 1Y | -45.6% | +8.8% | -54.4% | -47.5% |
| 3Y | -54.4% | +42.5% | -96.8% | -61.5% |
| All | -69.3% | +59.9% | -129.2% | -76.2% |
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