-47.3%
DOCS vs NBIX
+16.6%
-64.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +6.2% |
| 7D | +1.2% | +14.1% | -12.9% | -0.8% |
| 30D | +21.3% | +15.1% | +6.2% | +18.5% |
| 3M | +58.4% | 0.0% | +58.4% | +58.0% |
| 6M | +39.3% | +23.9% | +15.4% | +37.1% |
| YTD | -21.7% | +17.1% | -38.8% | -22.4% |
| 1Y | -47.3% | +16.0% | -63.3% | -48.2% |
| All | -47.3% | +16.6% | -64.0% | -48.2% |
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