+35.8%
BEN vs NBIX
+59.9%
-24.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +33.0% |
| YTD | +44.3% | +10.1% | +34.2% | +40.8% |
| 1Y | +42.6% | +8.8% | +33.8% | +39.1% |
| 3Y | +52.3% | +42.5% | +9.8% | +38.4% |
| All | +35.8% | +59.9% | -24.2% | +12.5% |
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