+49.7%
JNJ vs NBIX
+8.2%
+41.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.3% | -1.2% |
| 7D | -1.0% | +9.1% | -10.2% | -1.7% |
| 30D | +6.9% | +9.8% | -2.9% | +6.0% |
| 3M | +6.2% | -1.1% | +7.3% | +6.1% |
| 6M | +22.0% | +18.3% | +3.7% | +20.3% |
| YTD | +33.7% | +12.6% | +21.1% | +31.8% |
| 1Y | +49.7% | +3.9% | +45.8% | +48.0% |
| All | +49.7% | +8.2% | +41.5% | +48.0% |
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 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