+266.8%
IONQ vs NBIX
+59.9%
+206.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -7.0% | +0.4% | -7.4% | -7.2% |
| 30D | -18.7% | -0.2% | -18.5% | -18.8% |
| 3M | -36.6% | -4.0% | -32.6% | -36.0% |
| 6M | +7.2% | +20.6% | -13.4% | -6.2% |
| YTD | -18.1% | +10.1% | -28.2% | -24.7% |
| 1Y | -21.9% | +8.8% | -30.7% | -28.1% |
| 3Y | +86.7% | +42.5% | +44.3% | +29.4% |
| All | +266.8% | +59.9% | +206.8% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling