+212.2%
DOCN vs NBIX
+75.7%
+136.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +26.5% | -1.7% | +28.2% | +27.3% |
| 30D | +2.3% | -5.9% | +8.2% | +4.5% |
| 3M | -21.2% | -6.1% | -15.1% | -19.8% |
| 6M | +130.6% | +19.4% | +111.2% | +112.9% |
| YTD | +175.7% | +9.4% | +166.3% | +161.9% |
| 1Y | +286.6% | +7.6% | +279.0% | +269.8% |
| 3Y | +394.1% | +42.0% | +352.1% | +285.7% |
| 5Y | +92.1% | +64.3% | +27.8% | +31.2% |
| All | +212.2% | +75.7% | +136.5% | +113.9% |
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