+459.1%
HST vs NBIX
+1,204.8%
-745.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | +0.3% |
| 7D | +0.7% | -1.1% | +1.8% | +0.9% |
| 30D | -0.7% | -3.3% | +2.6% | -0.2% |
| 3M | -4.0% | -2.7% | -1.3% | -3.9% |
| 6M | +20.7% | +20.6% | +0.1% | +16.7% |
| YTD | +31.0% | +10.4% | +20.6% | +28.3% |
| 1Y | +36.2% | +10.8% | +25.4% | +33.0% |
| 3Y | +66.6% | +43.3% | +23.4% | +53.8% |
| 5Y | +75.8% | +61.8% | +13.9% | +57.4% |
| 10Y | +108.0% | +218.3% | -110.3% | +59.1% |
| All | +459.1% | +1,204.8% | -745.7% | +129.7% |
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