+105.9%
DAL vs NBIX
+65.8%
+40.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -0.9% |
| 7D | -0.6% | -1.1% | +0.5% | -0.3% |
| 30D | -13.5% | -3.3% | -10.1% | -12.7% |
| 3M | +2.6% | -2.7% | +5.2% | +3.0% |
| 6M | +32.7% | +20.6% | +12.1% | +24.4% |
| YTD | +13.6% | +10.4% | +3.2% | +9.1% |
| 1Y | +28.8% | +10.8% | +18.0% | +23.2% |
| 3Y | +98.2% | +43.3% | +54.9% | +66.6% |
| 5Y | +105.9% | +61.8% | +44.1% | +60.4% |
| All | +105.9% | +65.8% | +40.1% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling