+4.5%
HD vs NBIX
+59.9%
-55.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -3.8% | +0.4% | -4.2% | -3.9% |
| 30D | -9.4% | -0.2% | -9.3% | -9.4% |
| 3M | -4.6% | -4.0% | -0.6% | -4.3% |
| 6M | -10.1% | +20.6% | -30.7% | -12.6% |
| YTD | -8.3% | +10.1% | -18.5% | -10.0% |
| 1Y | -25.0% | +8.8% | -33.8% | -26.4% |
| 3Y | +1.5% | +42.5% | -40.9% | -6.8% |
| All | +4.5% | +59.9% | -55.5% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling