+2,101.8%
FISV vs NBIX
+1,201.8%
+900.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.4% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | 0.0% | -0.2% | +0.2% | 0.0% |
| 3M | -2.8% | -4.0% | +1.2% | -2.5% |
| 6M | -11.8% | +20.6% | -32.4% | -14.1% |
| YTD | -23.2% | +10.1% | -33.4% | -24.4% |
| 1Y | -62.0% | +8.8% | -70.8% | -62.4% |
| 3Y | -57.6% | +42.5% | -100.1% | -59.9% |
| 5Y | -53.4% | +61.5% | -114.9% | -56.9% |
| 10Y | +2.9% | +217.6% | -214.7% | -15.0% |
| All | +2,101.8% | +1,201.8% | +900.0% | +934.0% |
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 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