+8,208.3%
AZO vs NBIX
+1,201.8%
+7,006.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -3.6% | +0.4% | -3.9% | -3.6% |
| 30D | -5.6% | -0.2% | -5.4% | -5.6% |
| 3M | -6.6% | -4.0% | -2.7% | -6.5% |
| 6M | -22.5% | +20.6% | -43.1% | -23.8% |
| YTD | -15.2% | +10.1% | -25.3% | -16.1% |
| 1Y | -33.9% | +8.8% | -42.7% | -34.6% |
| 3Y | +11.8% | +42.5% | -30.7% | +7.4% |
| 5Y | +85.5% | +61.5% | +24.0% | +75.6% |
| 10Y | +298.2% | +217.6% | +80.6% | +248.5% |
| All | +8,208.3% | +1,201.8% | +7,006.5% | +4,801.5% |
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 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