+521.6%
IQV vs NBIX
+1,257.3%
-735.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -2.2% | +0.4% | -2.6% | -2.3% |
| 30D | +8.3% | -0.2% | +8.5% | +8.3% |
| 3M | +44.6% | -4.0% | +48.6% | +45.4% |
| 6M | +52.6% | +20.6% | +32.0% | +47.3% |
| YTD | +16.1% | +10.1% | +6.0% | +13.8% |
| 1Y | +37.3% | +8.8% | +28.5% | +34.4% |
| 3Y | +21.6% | +42.5% | -20.9% | +11.9% |
| 5Y | +0.5% | +61.5% | -61.0% | -10.3% |
| 10Y | +239.7% | +217.6% | +22.1% | +173.7% |
| All | +521.6% | +1,257.3% | -735.6% | +327.6% |
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