+138.4%
HLT vs NBIX
+59.9%
+78.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -1.6% | +0.4% | -2.0% | -1.7% |
| 30D | -5.0% | -0.2% | -4.9% | -5.0% |
| 3M | -10.4% | -4.0% | -6.4% | -10.1% |
| 6M | +3.2% | +20.6% | -17.4% | -1.5% |
| YTD | +6.7% | +10.1% | -3.4% | +3.6% |
| 1Y | +10.3% | +8.8% | +1.5% | +6.8% |
| 3Y | +99.3% | +42.5% | +56.9% | +70.8% |
| All | +138.4% | +59.9% | +78.5% | +89.0% |
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