+343.0%
DRI vs NBIX
+219.9%
+123.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | -7.8% | -0.2% | -7.6% | -7.8% |
| 3M | +0.4% | -4.0% | +4.3% | +0.9% |
| 6M | +4.8% | +20.6% | -15.8% | +0.2% |
| YTD | +16.7% | +10.1% | +6.6% | +13.4% |
| 1Y | +1.5% | +8.8% | -7.3% | -1.6% |
| 3Y | +56.3% | +42.5% | +13.8% | +38.6% |
| 5Y | +66.4% | +61.5% | +4.9% | +40.6% |
| All | +343.0% | +219.9% | +123.2% | +257.9% |
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