+1,428.5%
IBKR vs NBIX
+1,134.9%
+293.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.2% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -0.2% | -0.2% | -0.1% | -0.2% |
| 3M | +3.0% | -4.0% | +6.9% | +3.4% |
| 6M | +33.9% | +20.6% | +13.3% | +29.4% |
| YTD | +42.5% | +10.1% | +32.4% | +39.6% |
| 1Y | +44.9% | +8.8% | +36.1% | +41.9% |
| 3Y | +293.0% | +42.5% | +250.5% | +262.3% |
| 5Y | +497.7% | +61.5% | +436.2% | +434.4% |
| 10Y | +1,004.4% | +217.6% | +786.8% | +741.5% |
| All | +1,428.5% | +1,134.9% | +293.6% | +510.2% |
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