-18.9%
EXE vs NBIX
+16.6%
-35.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -2.9% |
| 7D | -4.7% | +14.1% | -18.8% | -4.0% |
| 30D | +1.0% | +15.1% | -14.1% | +1.8% |
| 3M | -5.6% | 0.0% | -5.6% | -5.6% |
| 6M | -12.3% | +23.9% | -36.2% | -11.9% |
| YTD | -19.5% | +17.1% | -36.6% | -18.9% |
| 1Y | -18.9% | +16.0% | -34.8% | -17.7% |
| All | -18.9% | +16.6% | -35.5% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling