+29.5%
AVAV vs NBIX
+43.8%
-14.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +1.4% | +0.4% | +1.1% | +1.4% |
| 30D | -24.3% | -0.2% | -24.1% | -24.3% |
| 3M | -20.1% | -4.0% | -16.1% | -20.0% |
| 6M | -29.4% | +20.6% | -50.0% | -30.5% |
| YTD | -39.3% | +10.1% | -49.5% | -40.0% |
| 1Y | -39.3% | +8.8% | -48.1% | -39.9% |
| 3Y | +29.5% | +42.5% | -13.0% | +15.5% |
| All | +29.5% | +43.8% | -14.4% | +15.5% |
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