+1,754.0%
HCA vs NBIX
+2,131.7%
-377.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +5.4% | +0.4% | +5.0% | +5.4% |
| 30D | +3.0% | -0.2% | +3.2% | +3.0% |
| 3M | +13.0% | -4.0% | +17.0% | +13.4% |
| 6M | -20.3% | +20.6% | -40.9% | -22.4% |
| YTD | -8.2% | +10.1% | -18.4% | -9.8% |
| 1Y | +6.7% | +8.8% | -2.1% | +4.8% |
| 3Y | +60.4% | +42.5% | +17.9% | +49.6% |
| 5Y | +73.4% | +61.5% | +12.0% | +57.8% |
| 10Y | +506.9% | +217.6% | +289.3% | +393.5% |
| All | +1,754.0% | +2,131.7% | -377.8% | +880.1% |
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