+228.7%
HL vs NBIX
+59.9%
+168.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -4.4% | +0.4% | -4.7% | -4.4% |
| 30D | +9.3% | -0.2% | +9.5% | +9.4% |
| 3M | +32.0% | -4.0% | +36.0% | +33.1% |
| 6M | -6.4% | +20.6% | -27.0% | -10.7% |
| YTD | +3.1% | +10.1% | -7.0% | +0.6% |
| 1Y | +77.6% | +8.8% | +68.8% | +72.9% |
| 3Y | +392.8% | +42.5% | +350.3% | +335.8% |
| All | +228.7% | +59.9% | +168.7% | +167.6% |
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 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