+179.3%
IJH vs NBIX
+219.9%
-40.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.9% | +0.4% | -2.2% | -1.9% |
| 30D | -4.6% | -0.2% | -4.5% | -4.6% |
| 3M | -1.2% | -4.0% | +2.8% | -0.7% |
| 6M | +9.4% | +20.6% | -11.2% | +5.0% |
| YTD | +13.3% | +10.1% | +3.2% | +10.4% |
| 1Y | +13.4% | +8.8% | +4.6% | +10.5% |
| 3Y | +50.4% | +42.5% | +8.0% | +36.0% |
| 5Y | +49.0% | +61.5% | -12.5% | +29.8% |
| All | +179.3% | +219.9% | -40.6% | +124.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling