+16.5%
JD vs NBIX
+219.9%
-203.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | -14.4% | -0.2% | -14.2% | -14.4% |
| 3M | -3.6% | -4.0% | +0.4% | -3.1% |
| 6M | -0.3% | +20.6% | -20.9% | -4.4% |
| YTD | -2.4% | +10.1% | -12.5% | -4.9% |
| 1Y | -18.5% | +8.8% | -27.3% | -20.7% |
| 3Y | -7.0% | +42.5% | -49.5% | -17.1% |
| 5Y | -61.7% | +61.5% | -123.2% | -67.2% |
| All | +16.5% | +219.9% | -203.3% | -5.0% |
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 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