+841.5%
GE vs NBIX
+1,201.8%
-360.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -4.0% | +0.4% | -4.4% | -4.0% |
| 30D | -11.4% | -0.2% | -11.2% | -11.4% |
| 3M | -2.6% | -4.0% | +1.4% | -2.3% |
| 6M | -0.3% | +20.6% | -20.9% | -2.8% |
| YTD | +5.4% | +10.1% | -4.8% | +3.8% |
| 1Y | +15.5% | +8.8% | +6.7% | +13.8% |
| 3Y | +260.8% | +42.5% | +218.3% | +240.1% |
| 5Y | +421.6% | +61.5% | +360.2% | +380.5% |
| 10Y | +150.6% | +217.6% | -67.0% | +105.1% |
| All | +841.5% | +1,201.8% | -360.3% | +337.3% |
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