+1,880.4%
DOV vs NBIX
+1,201.8%
+678.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -2.0% | +0.4% | -2.4% | -2.0% |
| 30D | -8.9% | -0.2% | -8.7% | -8.9% |
| 3M | -13.3% | -4.0% | -9.3% | -13.0% |
| 6M | -9.7% | +20.6% | -30.3% | -11.9% |
| YTD | -2.5% | +10.1% | -12.6% | -4.0% |
| 1Y | +7.2% | +8.8% | -1.6% | +5.6% |
| 3Y | +39.4% | +42.5% | -3.1% | +31.5% |
| 5Y | +15.8% | +61.5% | -45.6% | +6.8% |
| 10Y | +297.5% | +217.6% | +79.9% | +226.8% |
| All | +1,880.4% | +1,201.8% | +678.6% | +904.5% |
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