+39.0%
DOCS vs NBIX
+58.5%
-19.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | 0.0% |
| 7D | +0.1% | +6.0% | -6.0% | 0.0% |
| 30D | +8.7% | +25.4% | -16.7% | +8.7% |
| 3M | +32.9% | +8.2% | +24.6% | +32.8% |
| 6M | +25.5% | +8.7% | +16.8% | +25.9% |
| YTD | -25.0% | +19.4% | -44.5% | -24.4% |
| 1Y | -34.9% | +15.4% | -50.2% | -34.4% |
| All | +39.0% | +58.5% | -19.5% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling