+169.4%
C vs NBIX
+1,204.8%
-1,035.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +0.3% | -1.1% | +1.4% | +0.5% |
| 30D | +2.0% | -3.3% | +5.3% | +2.6% |
| 3M | +4.4% | -2.7% | +7.0% | +4.6% |
| 6M | +28.3% | +20.6% | +7.8% | +23.2% |
| YTD | +20.5% | +10.4% | +10.1% | +17.4% |
| 1Y | +45.5% | +10.8% | +34.7% | +41.5% |
| 3Y | +274.0% | +43.3% | +230.7% | +239.7% |
| 5Y | +136.1% | +61.8% | +74.3% | +106.4% |
| 10Y | +296.7% | +218.3% | +78.4% | +185.0% |
| All | +169.4% | +1,204.8% | -1,035.3% | -14.2% |
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