+103.3%
DOCU vs NBIX
+109.1%
-5.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +1.2% |
| 7D | +4.1% | +1.7% | +2.4% | +3.4% |
| 30D | +7.4% | +23.2% | -15.8% | -1.2% |
| 3M | +26.0% | +11.0% | +15.0% | +20.1% |
| 6M | +79.2% | +3.8% | +75.4% | +73.6% |
| YTD | +18.1% | +18.0% | 0.0% | +7.5% |
| 1Y | +20.5% | +16.1% | +4.4% | +10.2% |
| 3Y | +96.4% | +51.8% | +44.6% | +52.0% |
| 5Y | -69.5% | +90.2% | -159.7% | -78.9% |
| All | +103.3% | +109.1% | -5.8% | +35.1% |
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