+10.7%
CARR vs NBIX
+59.9%
-49.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -3.8% | +0.4% | -4.1% | -3.8% |
| 30D | -8.9% | -0.2% | -8.7% | -8.9% |
| 3M | -17.3% | -4.0% | -13.3% | -17.2% |
| 6M | -1.4% | +20.6% | -22.0% | -5.2% |
| YTD | +10.0% | +10.1% | -0.2% | +7.2% |
| 1Y | -6.4% | +8.8% | -15.1% | -8.8% |
| 3Y | +1.5% | +42.5% | -40.9% | -8.8% |
| All | +10.7% | +59.9% | -49.3% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling