+25.5%
IQV vs NBIX
+12.4%
+13.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.3% |
| 7D | -5.5% | +14.1% | -19.6% | -8.6% |
| 30D | -0.9% | +15.1% | -16.0% | -4.5% |
| 3M | +15.6% | 0.0% | +15.6% | +15.8% |
| 6M | +63.9% | +23.9% | +40.1% | +54.9% |
| YTD | +17.0% | +17.1% | -0.1% | +10.7% |
| All | +25.5% | +12.4% | +13.1% | +19.4% |
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