+65.6%
DOCU vs NBIX
+95.6%
-30.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.7% |
| 7D | -0.3% | -1.1% | +0.9% | +0.2% |
| 30D | +10.9% | -3.3% | +14.2% | +12.0% |
| 3M | +45.8% | -2.7% | +48.5% | +46.0% |
| 6M | +35.3% | +20.6% | +14.7% | +23.5% |
| YTD | -3.8% | +10.4% | -14.2% | -9.5% |
| 1Y | -16.5% | +10.8% | -27.4% | -21.9% |
| 3Y | +31.0% | +43.3% | -12.2% | +3.9% |
| 5Y | -76.3% | +61.8% | -138.1% | -82.5% |
| All | +65.6% | +95.6% | -30.0% | +13.7% |
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