+160.0%
EXPE vs NBIX
+219.9%
-59.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -5.8% | +0.4% | -6.1% | -5.8% |
| 30D | -13.6% | -0.2% | -13.4% | -13.6% |
| 3M | +25.2% | -4.0% | +29.2% | +25.9% |
| 6M | +22.3% | +20.6% | +1.8% | +16.4% |
| YTD | -0.3% | +10.1% | -10.5% | -3.5% |
| 1Y | +27.8% | +8.8% | +19.0% | +23.6% |
| 3Y | +162.4% | +42.5% | +120.0% | +127.2% |
| 5Y | +95.8% | +61.5% | +34.3% | +62.1% |
| All | +160.0% | +219.9% | -59.8% | +98.7% |
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 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