+18.0%
EXE vs NBIX
+43.8%
-25.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -0.9% | -0.2% | -0.7% | -0.9% |
| 3M | +9.6% | -4.0% | +13.5% | +9.5% |
| 6M | -11.6% | +20.6% | -32.2% | -13.7% |
| YTD | -12.6% | +10.1% | -22.7% | -13.8% |
| 1Y | +1.2% | +8.8% | -7.6% | -0.4% |
| 3Y | +18.0% | +42.5% | -24.5% | +8.0% |
| All | +18.0% | +43.8% | -25.8% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling