-5.3%
IDXX vs NBIX
+7.0%
-12.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.3% | +0.3% |
| 7D | +22.6% | +12.7% | +10.0% | +20.3% |
| 30D | +33.4% | +14.7% | +18.7% | +30.4% |
| 3M | +14.6% | +3.0% | +11.6% | +14.3% |
| 6M | +16.7% | +12.0% | +4.7% | +12.7% |
| YTD | -0.1% | +16.1% | -16.1% | -5.6% |
| 1Y | -5.3% | +6.4% | -11.6% | -9.7% |
| All | -5.3% | +7.0% | -12.3% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling