+9.1%
IR vs NBIX
+16.6%
-7.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.5% |
| 7D | +11.6% | +14.1% | -2.5% | +9.6% |
| 30D | +7.2% | +15.1% | -8.0% | +5.1% |
| 3M | -5.9% | 0.0% | -5.9% | -5.9% |
| 6M | +11.5% | +23.9% | -12.4% | +5.1% |
| YTD | +6.3% | +17.1% | -10.7% | +1.3% |
| 1Y | +9.1% | +16.0% | -6.9% | +4.5% |
| All | +9.1% | +16.6% | -7.6% | +4.5% |
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