+941.9%
IGV vs NBIX
+327.4%
+614.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.9% | +0.4% | -3.3% | -3.0% |
| 30D | -1.5% | -0.2% | -1.3% | -1.5% |
| 3M | +11.7% | -4.0% | +15.7% | +12.1% |
| 6M | +18.4% | +20.6% | -2.2% | +14.1% |
| YTD | -3.9% | +10.1% | -14.1% | -6.2% |
| 1Y | -9.7% | +8.8% | -18.5% | -11.8% |
| 3Y | +38.4% | +42.5% | -4.0% | +26.8% |
| 5Y | +21.6% | +61.5% | -39.9% | +8.0% |
| 10Y | +363.0% | +217.6% | +145.4% | +251.9% |
| All | +941.9% | +327.4% | +614.5% | +334.2% |
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