+5,074.9%
DELL vs NBIX
+225.2%
+4,849.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.0% |
| 7D | +8.2% | +0.4% | +7.9% | +8.1% |
| 30D | +17.1% | -0.2% | +17.3% | +17.0% |
| 3M | +45.2% | -4.0% | +49.1% | +45.7% |
| 6M | +286.8% | +20.6% | +266.2% | +269.0% |
| YTD | +354.8% | +10.1% | +344.6% | +342.6% |
| 1Y | +358.3% | +8.8% | +349.5% | +346.7% |
| 3Y | +724.9% | +42.5% | +682.4% | +641.5% |
| 5Y | +1,193.7% | +61.5% | +1,132.2% | +1,021.3% |
| 10Y | +4,433.8% | +217.6% | +4,216.2% | +3,529.5% |
| All | +5,074.9% | +225.2% | +4,849.7% | +4,025.5% |
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