-1.9%
BA vs NBIX
+59.9%
-61.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.8% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -9.0% | -0.2% | -8.8% | -9.0% |
| 3M | -5.0% | -4.0% | -1.1% | -4.4% |
| 6M | -1.7% | +20.6% | -22.3% | -6.2% |
| YTD | -3.1% | +10.1% | -13.2% | -5.9% |
| 1Y | -4.3% | +8.8% | -13.1% | -7.1% |
| 3Y | -0.3% | +42.5% | -42.7% | -13.8% |
| All | -1.9% | +59.9% | -61.8% | -19.7% |
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 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