+103.1%
DOCN vs NBIX
+89.6%
+13.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.7% |
| 7D | +19.1% | +1.7% | +17.4% | +18.4% |
| 30D | -21.0% | +23.2% | -44.2% | -27.1% |
| 3M | -34.7% | +11.0% | -45.7% | -37.4% |
| 6M | -45.8% | +3.8% | -49.5% | -47.0% |
| YTD | +79.4% | +18.0% | +61.4% | +65.3% |
| 1Y | +91.0% | +16.1% | +74.9% | +77.0% |
| 3Y | +237.5% | +51.8% | +185.6% | +158.1% |
| 5Y | -30.4% | +90.2% | -120.6% | -54.6% |
| All | +103.1% | +89.6% | +13.5% | +35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling