+7.6%
DOCS vs NBIX
+42.4%
-34.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -7.0% | -7.3% |
| 7D | -7.3% | -1.0% | -6.3% | -7.4% |
| 30D | -10.9% | -5.1% | -5.8% | -11.0% |
| 3M | +20.3% | -4.9% | +25.2% | +20.3% |
| 6M | -3.6% | +21.1% | -24.7% | -1.9% |
| YTD | -44.9% | +9.4% | -54.2% | -44.2% |
| 1Y | -64.9% | +7.9% | -72.8% | -64.5% |
| 3Y | +7.6% | +42.0% | -34.3% | +10.6% |
| All | +7.6% | +42.4% | -34.8% | +10.6% |
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