-39.3%
BAX vs NBIX
+219.9%
-259.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -7.9% | +0.4% | -8.2% | -7.9% |
| 30D | -11.7% | -0.2% | -11.5% | -11.7% |
| 3M | +16.2% | -4.0% | +20.2% | +16.9% |
| 6M | +32.0% | +20.6% | +11.4% | +27.7% |
| YTD | +24.7% | +10.1% | +14.6% | +22.5% |
| 1Y | -2.6% | +8.8% | -11.4% | -4.4% |
| 3Y | -35.0% | +42.5% | -77.5% | -39.5% |
| 5Y | -67.6% | +61.5% | -129.0% | -70.5% |
| All | -39.3% | +219.9% | -259.2% | -48.4% |
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