+253.1%
IONQ vs NBIX
+62.8%
+190.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | +1.3% | -1.7% | +3.0% | +2.2% |
| 30D | -10.3% | -5.9% | -4.4% | -7.5% |
| 3M | -32.7% | -6.1% | -26.6% | -31.2% |
| 6M | +6.3% | +19.4% | -13.1% | -5.8% |
| YTD | -15.0% | +9.4% | -24.4% | -21.1% |
| 1Y | -13.3% | +7.6% | -20.9% | -19.2% |
| 3Y | +97.2% | +42.0% | +55.2% | +42.7% |
| 5Y | +278.7% | +64.3% | +214.5% | +135.8% |
| All | +253.1% | +62.8% | +190.4% | +134.2% |
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