+156.4%
B vs NBIX
+59.9%
+96.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -2.4% | +0.4% | -2.8% | -2.4% |
| 30D | +6.3% | -0.2% | +6.5% | +6.4% |
| 3M | +12.1% | -4.0% | +16.1% | +12.5% |
| 6M | -3.1% | +20.6% | -23.7% | -5.6% |
| YTD | +2.0% | +10.1% | -8.2% | +0.3% |
| 1Y | +51.7% | +8.8% | +42.9% | +49.1% |
| 3Y | +190.5% | +42.5% | +148.0% | +174.8% |
| All | +156.4% | +59.9% | +96.4% | +134.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling