+639.9%
GS vs NBIX
+219.9%
+420.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -0.3% | -0.2% | -0.1% | -0.3% |
| 3M | -0.1% | -4.0% | +3.9% | +0.3% |
| 6M | +26.1% | +20.6% | +5.5% | +21.0% |
| YTD | +18.8% | +10.1% | +8.7% | +15.8% |
| 1Y | +33.7% | +8.8% | +24.9% | +30.3% |
| 3Y | +238.9% | +42.5% | +196.4% | +206.5% |
| 5Y | +187.9% | +61.5% | +126.5% | +150.6% |
| All | +639.9% | +219.9% | +420.0% | +481.2% |
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