+48.6%
JBL vs NBIX
+10.4%
+38.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -16.0% |
| 6M | +24.6% | +20.6% | +4.0% | +11.5% |
| YTD | +39.6% | +10.1% | +29.5% | +29.7% |
| 1Y | +48.6% | +8.8% | +39.8% | +36.4% |
| All | +48.6% | +10.4% | +38.2% | +36.4% |
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