+3,781.1%
ASX vs NBIX
+253.1%
+3,528.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.4% |
| 7D | +6.5% | -1.1% | +7.6% | +6.7% |
| 30D | +3.1% | -3.3% | +6.4% | +3.6% |
| 3M | +17.4% | -2.7% | +20.0% | +17.6% |
| 6M | +85.4% | +20.6% | +64.9% | +80.1% |
| YTD | +150.1% | +10.4% | +139.7% | +145.5% |
| 1Y | +256.3% | +10.8% | +245.4% | +249.2% |
| 3Y | +446.9% | +43.3% | +403.6% | +410.2% |
| 5Y | +447.1% | +61.8% | +385.2% | +397.2% |
| 10Y | +956.5% | +218.3% | +738.2% | +739.1% |
| All | +3,781.1% | +253.1% | +3,528.0% | +1,659.2% |
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 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