+31.5%
DLTR vs NBIX
+8.2%
+23.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.8% | -2.4% | -5.5% |
| 7D | +4.5% | +9.1% | -4.7% | +3.1% |
| 30D | +18.7% | +9.8% | +8.9% | +17.0% |
| 3M | +7.1% | -1.1% | +8.2% | +7.6% |
| 6M | +47.2% | +18.3% | +28.9% | +44.1% |
| YTD | +12.1% | +12.6% | -0.5% | +11.4% |
| 1Y | +31.5% | +3.9% | +27.6% | +36.8% |
| All | +31.5% | +8.2% | +23.3% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling