+1,344.7%
EME vs NBIX
+219.9%
+1,124.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.4% |
| 7D | +3.5% | +0.4% | +3.1% | +3.4% |
| 30D | -6.3% | -0.2% | -6.2% | -6.3% |
| 3M | -3.8% | -4.0% | +0.2% | -3.3% |
| 6M | +8.5% | +20.6% | -12.1% | +5.0% |
| YTD | +27.8% | +10.1% | +17.7% | +25.3% |
| 1Y | +22.2% | +8.8% | +13.4% | +19.9% |
| 3Y | +253.5% | +42.5% | +211.0% | +226.5% |
| 5Y | +578.6% | +61.5% | +517.1% | +508.6% |
| All | +1,344.7% | +219.9% | +1,124.8% | +1,110.5% |
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