+60.5%
HAS vs NBIX
+219.9%
-159.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.8% | +1.6% |
| 7D | -1.1% | +0.4% | -1.4% | -1.1% |
| 30D | -2.8% | -0.2% | -2.6% | -2.8% |
| 3M | +10.1% | -4.0% | +14.1% | +10.6% |
| 6M | -1.4% | +20.6% | -22.0% | -4.7% |
| YTD | +14.2% | +10.1% | +4.0% | +11.8% |
| 1Y | +18.2% | +8.8% | +9.4% | +15.7% |
| 3Y | +48.6% | +42.5% | +6.1% | +36.8% |
| 5Y | +14.2% | +61.5% | -47.3% | +2.1% |
| All | +60.5% | +219.9% | -159.4% | +33.7% |
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