-23.8%
CDW vs NBIX
+43.8%
-67.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.2% | +8.1% | +7.9% |
| 7D | +0.9% | +0.4% | +0.6% | +0.9% |
| 30D | +13.1% | -0.2% | +13.2% | +13.1% |
| 3M | +19.7% | -4.0% | +23.7% | +19.9% |
| 6M | +30.7% | +20.6% | +10.1% | +27.5% |
| YTD | +14.7% | +10.1% | +4.6% | +13.3% |
| 1Y | -5.3% | +8.8% | -14.1% | -6.4% |
| 3Y | -23.8% | +42.5% | -66.3% | -27.3% |
| All | -23.8% | +43.8% | -67.7% | -27.3% |
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