+907.8%
BX vs NBIX
+1,199.7%
-291.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.5% |
| 7D | -5.6% | +0.4% | -6.0% | -5.7% |
| 30D | -12.2% | -0.2% | -12.1% | -12.3% |
| 3M | +7.4% | -4.0% | +11.4% | +7.9% |
| 6M | +22.2% | +20.6% | +1.6% | +16.7% |
| YTD | -14.0% | +10.1% | -24.2% | -16.5% |
| 1Y | -27.3% | +8.8% | -36.1% | -29.4% |
| 3Y | +24.5% | +42.5% | -17.9% | +12.0% |
| 5Y | +18.9% | +61.5% | -42.6% | +2.9% |
| 10Y | +665.4% | +217.6% | +447.8% | +435.8% |
| All | +907.8% | +1,199.7% | -291.9% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling