+833.7%
INSM vs NBIX
+219.9%
+613.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +2.5% | +0.4% | +2.1% | +2.3% |
| 30D | -2.2% | -0.2% | -2.0% | -2.0% |
| 3M | +33.8% | -4.0% | +37.8% | +35.7% |
| 6M | -7.2% | +20.6% | -27.8% | -16.6% |
| YTD | -25.6% | +10.1% | -35.8% | -30.3% |
| 1Y | -11.2% | +8.8% | -20.0% | -17.2% |
| 3Y | +388.3% | +42.5% | +345.9% | +268.1% |
| 5Y | +376.6% | +61.5% | +315.2% | +232.9% |
| All | +833.7% | +219.9% | +613.8% | +337.9% |
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