+3,796.1%
HDB vs NBIX
+337.3%
+3,458.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.2% | +7.1% | +6.9% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | +1.0% | -0.2% | +1.2% | +1.0% |
| 3M | -2.0% | -4.0% | +2.0% | -1.6% |
| 6M | -18.1% | +20.6% | -38.7% | -20.8% |
| YTD | -36.1% | +10.1% | -46.3% | -37.4% |
| 1Y | -34.0% | +8.8% | -42.8% | -35.4% |
| 3Y | -26.7% | +42.5% | -69.2% | -32.6% |
| 5Y | -33.9% | +61.5% | -95.4% | -41.1% |
| 10Y | +41.4% | +217.6% | -176.2% | +5.5% |
| All | +3,796.1% | +337.3% | +3,458.8% | +1,343.7% |
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 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