-66.6%
CHTR vs NBIX
+43.8%
-110.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.7% |
| 7D | -4.1% | +0.4% | -4.5% | -4.1% |
| 30D | -3.0% | -0.2% | -2.8% | -3.0% |
| 3M | +4.8% | -4.0% | +8.8% | +4.9% |
| 6M | -35.0% | +20.6% | -55.6% | -37.7% |
| YTD | -30.2% | +10.1% | -40.3% | -32.0% |
| 1Y | -44.8% | +8.8% | -53.6% | -46.2% |
| 3Y | -66.6% | +42.5% | -109.0% | -70.3% |
| All | -66.6% | +43.8% | -110.4% | -70.3% |
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