+72.2%
DOCU vs NBIX
+94.4%
-22.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.3% |
| 7D | +6.9% | +1.0% | +5.9% | +6.4% |
| 30D | +19.0% | -3.6% | +22.6% | +20.4% |
| 3M | +34.3% | -7.0% | +41.3% | +36.9% |
| 6M | +48.0% | +16.6% | +31.4% | +36.8% |
| YTD | 0.0% | +9.7% | -9.7% | -5.7% |
| 1Y | -10.3% | +10.9% | -21.1% | -16.1% |
| 3Y | +32.4% | +40.7% | -8.3% | +5.7% |
| 5Y | -77.9% | +62.3% | -140.3% | -83.8% |
| All | +72.2% | +94.4% | -22.2% | +18.5% |
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