+6.0%
IOT vs NBIX
+8.2%
-2.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -3.7% |
| 7D | -1.3% | +9.1% | -10.5% | -2.0% |
| 30D | -1.6% | +9.8% | -11.4% | -2.4% |
| 3M | +6.1% | -1.1% | +7.2% | +6.1% |
| 6M | +34.9% | +18.3% | +16.7% | +30.6% |
| YTD | +15.9% | +12.6% | +3.3% | +15.3% |
| 1Y | +6.0% | +3.9% | +2.1% | +10.0% |
| All | +6.0% | +8.2% | -2.1% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling