+63.0%
BROS vs NBIX
+43.8%
+19.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -5.8% | +0.4% | -6.1% | -5.8% |
| 30D | -14.0% | -0.2% | -13.8% | -14.0% |
| 3M | -32.5% | -4.0% | -28.5% | -32.3% |
| 6M | -14.9% | +20.6% | -35.5% | -18.7% |
| YTD | -28.3% | +10.1% | -38.4% | -30.4% |
| 1Y | -34.0% | +8.8% | -42.8% | -35.9% |
| 3Y | +63.0% | +42.5% | +20.5% | +44.0% |
| All | +63.0% | +43.8% | +19.1% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling