+3,923.2%
GEN vs NBIX
+1,201.8%
+2,721.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.3% | +0.4% | -1.6% | -1.3% |
| 30D | +6.1% | -0.2% | +6.3% | +6.1% |
| 3M | +27.0% | -4.0% | +30.9% | +27.4% |
| 6M | +43.9% | +20.6% | +23.3% | +39.6% |
| YTD | +13.0% | +10.1% | +2.8% | +10.9% |
| 1Y | +4.0% | +8.8% | -4.8% | +2.1% |
| 3Y | +66.2% | +42.5% | +23.7% | +54.7% |
| 5Y | +23.2% | +61.5% | -38.3% | +11.3% |
| 10Y | +157.5% | +217.6% | -60.1% | +99.3% |
| All | +3,923.2% | +1,201.8% | +2,721.4% | +1,503.3% |
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