+767.3%
IVV vs NBIX
+601.2%
+166.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | -1.7% | +1.3% | -0.1% |
| 30D | -1.4% | -5.9% | +4.6% | -0.6% |
| 3M | +3.7% | -6.1% | +9.8% | +4.3% |
| 6M | +13.0% | +19.4% | -6.4% | +10.1% |
| YTD | +12.4% | +9.4% | +3.1% | +10.6% |
| 1Y | +18.6% | +7.6% | +11.0% | +16.7% |
| 3Y | +78.1% | +42.0% | +36.1% | +66.8% |
| 5Y | +82.3% | +64.3% | +18.0% | +66.1% |
| 10Y | +322.1% | +215.4% | +106.7% | +240.0% |
| All | +767.3% | +601.2% | +166.1% | +313.0% |
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 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