+56.7%
BDX vs NBIX
+219.9%
-163.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.2% | +0.4% | -3.5% | -3.2% |
| 30D | -2.5% | -0.2% | -2.4% | -2.5% |
| 3M | +21.4% | -4.0% | +25.4% | +21.8% |
| 6M | +10.4% | +20.6% | -10.2% | +7.3% |
| YTD | +18.8% | +10.1% | +8.7% | +16.7% |
| 1Y | +21.7% | +8.8% | +12.9% | +19.5% |
| 3Y | -10.0% | +42.5% | -52.4% | -16.6% |
| 5Y | -1.8% | +61.5% | -63.3% | -11.5% |
| All | +56.7% | +219.9% | -163.2% | +32.6% |
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