-19.0%
CAG vs NBIX
+10.4%
-29.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -5.7% | +0.4% | -6.1% | -5.7% |
| 30D | -2.4% | -0.2% | -2.2% | -2.4% |
| 3M | +9.8% | -4.0% | +13.8% | +10.3% |
| 6M | -10.8% | +20.6% | -31.4% | -10.1% |
| YTD | -10.8% | +10.1% | -21.0% | -10.2% |
| 1Y | -19.0% | +8.8% | -27.7% | -18.2% |
| All | -19.0% | +10.4% | -29.4% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling