-7.1%
HAL vs NBIX
+43.8%
-51.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | +8.2% | -0.2% | +8.3% | +8.2% |
| 3M | -9.4% | -4.0% | -5.5% | -9.4% |
| 6M | +0.6% | +20.6% | -20.0% | -2.8% |
| YTD | +28.6% | +10.1% | +18.4% | +25.8% |
| 1Y | +63.9% | +8.8% | +55.1% | +60.2% |
| 3Y | -7.1% | +42.5% | -49.6% | -15.6% |
| All | -7.1% | +43.8% | -51.0% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling