+3,069.5%
DLTR vs NBIX
+1,201.8%
+1,867.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -10.1% | +0.4% | -10.5% | -10.1% |
| 30D | -8.1% | -0.2% | -7.9% | -8.1% |
| 3M | +2.9% | -4.0% | +6.8% | +3.1% |
| 6M | +4.3% | +20.6% | -16.3% | +2.5% |
| YTD | -3.9% | +10.1% | -14.1% | -5.0% |
| 1Y | +18.9% | +8.8% | +10.1% | +17.6% |
| 3Y | +1.9% | +42.5% | -40.6% | -2.4% |
| 5Y | +31.0% | +61.5% | -30.5% | +23.3% |
| 10Y | +44.8% | +217.6% | -172.8% | +25.0% |
| All | +3,069.5% | +1,201.8% | +1,867.6% | +1,410.5% |
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