+1,525.1%
JBL vs NBIX
+219.9%
+1,305.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.3% | +5.1% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | -13.1% | -0.2% | -12.9% | -13.1% |
| 3M | -15.6% | -4.0% | -11.6% | -15.3% |
| 6M | +24.6% | +20.6% | +4.0% | +18.8% |
| YTD | +39.6% | +10.1% | +29.5% | +35.6% |
| 1Y | +48.6% | +8.8% | +39.8% | +44.5% |
| 3Y | +197.3% | +42.5% | +154.8% | +165.8% |
| 5Y | +413.0% | +61.5% | +351.5% | +338.9% |
| All | +1,525.1% | +219.9% | +1,305.2% | +1,210.2% |
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