+287.5%
CAH vs NBIX
+219.9%
+67.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -5.1% | +0.4% | -5.5% | -5.2% |
| 30D | +0.2% | -0.2% | +0.3% | +0.2% |
| 3M | +6.3% | -4.0% | +10.3% | +6.7% |
| 6M | +9.4% | +20.6% | -11.2% | +6.2% |
| YTD | +15.0% | +10.1% | +4.8% | +12.9% |
| 1Y | +55.4% | +8.8% | +46.7% | +52.6% |
| 3Y | +173.8% | +42.5% | +131.3% | +153.3% |
| 5Y | +395.2% | +61.5% | +333.7% | +345.1% |
| All | +287.5% | +219.9% | +67.6% | +209.8% |
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