+317.1%
IVV vs NBIX
+219.9%
+97.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.8% | +0.4% | -1.1% | -0.8% |
| 30D | -1.1% | -0.2% | -0.9% | -1.1% |
| 3M | +3.9% | -4.0% | +7.9% | +4.3% |
| 6M | +13.6% | +20.6% | -7.0% | +9.6% |
| YTD | +12.7% | +10.1% | +2.6% | +10.2% |
| 1Y | +17.6% | +8.8% | +8.8% | +14.9% |
| 3Y | +77.3% | +42.5% | +34.8% | +62.1% |
| 5Y | +84.1% | +61.5% | +22.6% | +62.7% |
| All | +317.1% | +219.9% | +97.2% | +243.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling