+1,087.8%
ARES vs NBIX
+1,069.3%
+18.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -6.1% | +0.4% | -6.4% | -6.1% |
| 30D | -7.5% | -0.2% | -7.4% | -7.6% |
| 3M | +0.1% | -4.0% | +4.1% | +0.3% |
| 6M | +30.3% | +20.6% | +9.7% | +25.4% |
| YTD | -16.6% | +10.1% | -26.8% | -18.7% |
| 1Y | -26.1% | +8.8% | -34.9% | -27.9% |
| 3Y | +36.4% | +42.5% | -6.1% | +25.4% |
| 5Y | +95.0% | +61.5% | +33.5% | +74.3% |
| 10Y | +977.4% | +217.6% | +759.9% | +794.3% |
| All | +1,087.8% | +1,069.3% | +18.5% | +828.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling