-14.4%
CLF vs NBIX
+43.8%
-58.3%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.2% | +2.0% |
| 7D | -3.5% | +0.4% | -3.9% | -3.7% |
| 30D | -1.6% | -0.2% | -1.4% | -1.5% |
| 3M | -12.0% | -4.0% | -8.0% | -11.5% |
| 6M | +30.0% | +20.6% | +9.4% | +18.6% |
| YTD | -9.2% | +10.1% | -19.3% | -13.9% |
| 1Y | +2.3% | +8.8% | -6.5% | -3.4% |
| 3Y | -14.4% | +42.5% | -56.9% | -29.7% |
| All | -14.4% | +43.8% | -58.3% | -29.7% |
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 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