+191.2%
GD vs NBIX
+219.9%
-28.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -1.0% | +0.4% | -1.3% | -1.0% |
| 30D | -9.7% | -0.2% | -9.5% | -9.7% |
| 3M | -0.4% | -4.0% | +3.6% | -0.1% |
| 6M | +1.5% | +20.6% | -19.1% | -1.2% |
| YTD | +7.1% | +10.1% | -3.0% | +5.3% |
| 1Y | +9.9% | +8.8% | +1.1% | +8.0% |
| 3Y | +74.6% | +42.5% | +32.2% | +62.5% |
| 5Y | +96.1% | +61.5% | +34.6% | +77.5% |
| All | +191.2% | +219.9% | -28.7% | +141.6% |
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 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