+40.2%
CART vs NBIX
+39.5%
+0.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | -8.7% | -1.1% | -7.5% | -8.6% |
| 30D | -4.4% | -3.3% | -1.0% | -4.2% |
| 3M | +14.6% | -2.7% | +17.3% | +14.8% |
| 6M | +24.4% | +20.6% | +3.8% | +23.2% |
| YTD | +5.0% | +10.4% | -5.4% | +4.7% |
| 1Y | +0.5% | +10.8% | -10.3% | -0.1% |
| All | +40.2% | +39.5% | +0.6% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling