+51.8%
BEN vs NBIX
+219.9%
-168.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | +0.2% | -0.2% | +0.4% | +0.2% |
| 3M | +6.8% | -4.0% | +10.8% | +7.2% |
| 6M | +38.1% | +20.6% | +17.5% | +33.9% |
| YTD | +44.3% | +10.1% | +34.2% | +41.5% |
| 1Y | +42.6% | +8.8% | +33.8% | +39.8% |
| 3Y | +52.3% | +42.5% | +9.8% | +41.4% |
| 5Y | +37.6% | +61.5% | -23.8% | +24.5% |
| All | +51.8% | +219.9% | -168.1% | +23.7% |
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 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