+57.9%
DLR vs NBIX
+43.8%
+14.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | -4.3% | -0.2% | -4.1% | -4.3% |
| 3M | +3.8% | -4.0% | +7.8% | +4.3% |
| 6M | +5.8% | +20.6% | -14.8% | +3.3% |
| YTD | +23.5% | +10.1% | +13.4% | +21.8% |
| 1Y | +11.1% | +8.8% | +2.3% | +9.6% |
| 3Y | +57.9% | +42.5% | +15.4% | +47.2% |
| All | +57.9% | +43.8% | +14.0% | +47.2% |
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