+1,434.1%
EMR vs NBIX
+1,201.8%
+232.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | -6.8% | -0.2% | -6.6% | -6.8% |
| 3M | +7.5% | -4.0% | +11.5% | +7.8% |
| 6M | +9.9% | +20.6% | -10.7% | +7.4% |
| YTD | +16.0% | +10.1% | +5.8% | +14.4% |
| 1Y | +12.4% | +8.8% | +3.7% | +10.9% |
| 3Y | +60.2% | +42.5% | +17.8% | +51.9% |
| 5Y | +67.9% | +61.5% | +6.4% | +55.6% |
| 10Y | +282.0% | +217.6% | +64.4% | +219.8% |
| All | +1,434.1% | +1,201.8% | +232.3% | +712.1% |
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