-24.5%
KVUE vs NBIX
+58.0%
-82.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -5.1% | +0.4% | -5.5% | -5.1% |
| 30D | -6.3% | -0.2% | -6.1% | -6.3% |
| 3M | -0.5% | -4.0% | +3.5% | -0.4% |
| 6M | +3.1% | +20.6% | -17.5% | +1.8% |
| YTD | +6.7% | +10.1% | -3.5% | +5.8% |
| 1Y | -1.1% | +8.8% | -9.9% | -2.0% |
| 3Y | -8.7% | +42.5% | -51.2% | -14.2% |
| All | -24.5% | +58.0% | -82.5% | -31.3% |
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