+465.4%
AXP vs NBIX
+219.9%
+245.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.5% | +1.3% |
| 7D | -0.5% | +0.4% | -0.8% | -0.5% |
| 30D | -5.6% | -0.2% | -5.5% | -5.6% |
| 3M | +2.2% | -4.0% | +6.2% | +2.7% |
| 6M | +6.7% | +20.6% | -13.9% | +1.5% |
| YTD | -11.5% | +10.1% | -21.7% | -14.3% |
| 1Y | -0.4% | +8.8% | -9.1% | -3.4% |
| 3Y | +113.0% | +42.5% | +70.5% | +88.8% |
| 5Y | +117.4% | +61.5% | +55.9% | +84.5% |
| All | +465.4% | +219.9% | +245.5% | +349.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling