+396.0%
HPE vs NBIX
+59.9%
+336.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.2% | +12.7% | +12.5% |
| 7D | +19.4% | +0.4% | +19.0% | +19.3% |
| 30D | +5.6% | -0.2% | +5.8% | +5.6% |
| 3M | +33.1% | -4.0% | +37.0% | +33.4% |
| 6M | +192.5% | +20.6% | +171.9% | +176.0% |
| YTD | +160.9% | +10.1% | +150.8% | +151.6% |
| 1Y | +155.0% | +8.8% | +146.2% | +146.0% |
| 3Y | +289.4% | +42.5% | +246.9% | +240.0% |
| All | +396.0% | +59.9% | +336.1% | +304.5% |
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