+126.0%
DUK vs NBIX
+219.9%
-93.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -0.7% | +0.4% | -1.0% | -0.7% |
| 30D | -2.4% | -0.2% | -2.3% | -2.4% |
| 3M | -3.0% | -4.0% | +1.0% | -2.9% |
| 6M | -6.6% | +20.6% | -27.1% | -7.5% |
| YTD | +4.6% | +10.1% | -5.6% | +3.9% |
| 1Y | +1.2% | +8.8% | -7.6% | +0.5% |
| 3Y | +45.7% | +42.5% | +3.2% | +41.4% |
| 5Y | +40.3% | +61.5% | -21.2% | +34.7% |
| All | +126.0% | +219.9% | -93.8% | +111.5% |
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 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