-46.6%
CHTR vs NBIX
+12.4%
-59.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.7% | +4.9% | +5.7% |
| 7D | +14.1% | +14.1% | 0.0% | +15.3% |
| 30D | +11.6% | +15.1% | -3.6% | +12.9% |
| 3M | -21.4% | 0.0% | -21.4% | -21.2% |
| 6M | -27.3% | +23.9% | -51.1% | -27.2% |
| YTD | -42.4% | +17.1% | -59.5% | -41.7% |
| All | -46.6% | +12.4% | -59.0% | -44.7% |
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