+6,076.2%
CTAS vs NBIX
+1,201.8%
+4,874.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.6% |
| 7D | +0.5% | +0.4% | +0.1% | +0.5% |
| 30D | -0.7% | -0.2% | -0.6% | -0.7% |
| 3M | +11.1% | -4.0% | +15.1% | +11.4% |
| 6M | +2.1% | +20.6% | -18.5% | -0.4% |
| YTD | +8.0% | +10.1% | -2.2% | +6.2% |
| 1Y | -0.5% | +8.8% | -9.3% | -2.1% |
| 3Y | +66.2% | +42.5% | +23.7% | +56.3% |
| 5Y | +109.2% | +61.5% | +47.7% | +92.2% |
| 10Y | +689.5% | +217.6% | +471.9% | +548.1% |
| All | +6,076.2% | +1,201.8% | +4,874.4% | +2,887.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling