+66.5%
HST vs NBIX
+43.8%
+22.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | -2.5% | -0.2% | -2.3% | -2.5% |
| 3M | -5.1% | -4.0% | -1.1% | -4.8% |
| 6M | +21.6% | +20.6% | +1.0% | +16.7% |
| YTD | +31.6% | +10.1% | +21.5% | +28.1% |
| 1Y | +36.1% | +8.8% | +27.4% | +32.4% |
| 3Y | +66.5% | +42.5% | +24.0% | +44.1% |
| All | +66.5% | +43.8% | +22.6% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling