+514.6%
AVAV vs NBIX
+1,047.0%
-532.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +4.3% |
| 7D | -0.1% | -1.1% | +1.0% | 0.0% |
| 30D | -25.0% | -3.3% | -21.7% | -24.7% |
| 3M | -15.0% | -2.7% | -12.3% | -14.8% |
| 6M | -33.6% | +20.6% | -54.2% | -35.4% |
| YTD | -39.2% | +10.4% | -49.6% | -40.3% |
| 1Y | -40.5% | +10.8% | -51.3% | -41.6% |
| 3Y | +29.6% | +43.3% | -13.7% | +21.1% |
| 5Y | +56.7% | +61.8% | -5.1% | +43.3% |
| 10Y | +520.3% | +218.3% | +302.0% | +411.2% |
| All | +514.6% | +1,047.0% | -532.5% | +247.9% |
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