+406.7%
BNY vs NBIX
+219.9%
+186.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -0.2% | -0.2% | 0.0% | -0.2% |
| 3M | +14.9% | -4.0% | +18.9% | +15.3% |
| 6M | +40.0% | +20.6% | +19.4% | +35.3% |
| YTD | +42.0% | +10.1% | +31.8% | +39.1% |
| 1Y | +56.9% | +8.8% | +48.1% | +53.6% |
| 3Y | +289.9% | +42.5% | +247.4% | +258.9% |
| 5Y | +259.2% | +61.5% | +197.7% | +221.4% |
| All | +406.7% | +219.9% | +186.8% | +316.5% |
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 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