+290.3%
FN vs NBIX
+65.8%
+224.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.6% |
| 7D | +2.3% | -1.1% | +3.4% | +2.5% |
| 30D | -23.2% | -3.3% | -19.9% | -22.7% |
| 3M | -30.4% | -2.7% | -27.7% | -30.3% |
| 6M | -25.6% | +20.6% | -46.2% | -29.6% |
| YTD | -11.3% | +10.4% | -21.7% | -14.3% |
| 1Y | +8.4% | +10.8% | -2.4% | +4.8% |
| 3Y | +166.2% | +43.3% | +123.0% | +139.3% |
| 5Y | +290.3% | +61.8% | +228.5% | +185.6% |
| All | +290.3% | +65.8% | +224.5% | +185.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling