+7.2%
AWK vs NBIX
+43.8%
-36.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | +2.1% | -0.2% | +2.2% | +2.1% |
| 3M | +11.4% | -4.0% | +15.4% | +11.5% |
| 6M | +3.9% | +20.6% | -16.7% | +3.9% |
| YTD | +7.7% | +10.1% | -2.4% | +7.7% |
| 1Y | +1.3% | +8.8% | -7.5% | +1.3% |
| 3Y | +7.2% | +42.5% | -35.3% | +2.8% |
| All | +7.2% | +43.8% | -36.7% | +2.8% |
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