+177.2%
FDX vs NBIX
+219.9%
-42.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -3.3% | +0.4% | -3.6% | -3.3% |
| 30D | -4.5% | -0.2% | -4.4% | -4.5% |
| 3M | -7.3% | -4.0% | -3.4% | -7.0% |
| 6M | +7.5% | +20.6% | -13.1% | +4.0% |
| YTD | +35.1% | +10.1% | +24.9% | +32.3% |
| 1Y | +71.4% | +8.8% | +62.6% | +67.8% |
| 3Y | +60.8% | +42.5% | +18.3% | +47.8% |
| 5Y | +65.5% | +61.5% | +4.0% | +47.3% |
| All | +177.2% | +219.9% | -42.7% | +136.5% |
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