-37.1%
DOW vs NBIX
+59.9%
-97.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.0% |
| 7D | -1.4% | +0.4% | -1.8% | -1.4% |
| 30D | -3.9% | -0.2% | -3.8% | -3.9% |
| 3M | -12.7% | -4.0% | -8.7% | -12.5% |
| 6M | -13.7% | +20.6% | -34.3% | -17.0% |
| YTD | +28.4% | +10.1% | +18.2% | +25.4% |
| 1Y | +21.8% | +8.8% | +13.0% | +19.0% |
| 3Y | -35.7% | +42.5% | -78.2% | -41.5% |
| All | -37.1% | +59.9% | -97.1% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling