+807.4%
FIX vs NBIX
+43.8%
+763.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +6.3% |
| 7D | +5.0% | +0.4% | +4.6% | +4.9% |
| 30D | -2.7% | -0.2% | -2.5% | -2.7% |
| 3M | -8.2% | -4.0% | -4.2% | -7.9% |
| 6M | +20.3% | +20.6% | -0.3% | +13.2% |
| YTD | +81.4% | +10.1% | +71.3% | +74.6% |
| 1Y | +121.5% | +8.8% | +112.7% | +113.7% |
| 3Y | +807.4% | +42.5% | +764.9% | +701.5% |
| All | +807.4% | +43.8% | +763.6% | +701.5% |
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 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