-9.0%
HUM vs NBIX
+43.8%
-52.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +2.1% | +0.4% | +1.7% | +2.0% |
| 30D | +5.4% | -0.2% | +5.6% | +5.4% |
| 3M | +11.4% | -4.0% | +15.4% | +11.9% |
| 6M | +141.5% | +20.6% | +120.9% | +133.7% |
| YTD | +61.2% | +10.1% | +51.0% | +57.8% |
| 1Y | +49.2% | +8.8% | +40.4% | +46.0% |
| 3Y | -9.0% | +42.5% | -51.5% | -14.6% |
| All | -9.0% | +43.8% | -52.9% | -14.6% |
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 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