+3,599.4%
DLR vs NBIX
+233.6%
+3,365.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | -4.3% | -0.2% | -4.1% | -4.3% |
| 3M | +3.8% | -4.0% | +7.8% | +4.2% |
| 6M | +5.8% | +20.6% | -14.8% | +2.8% |
| YTD | +23.5% | +10.1% | +13.4% | +21.3% |
| 1Y | +11.1% | +8.8% | +2.3% | +9.1% |
| 3Y | +57.9% | +42.5% | +15.4% | +47.0% |
| 5Y | +44.0% | +61.5% | -17.5% | +30.3% |
| 10Y | +176.0% | +217.6% | -41.6% | +113.8% |
| All | +3,599.4% | +233.6% | +3,365.8% | +1,399.3% |
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