+256.9%
LDOS vs NBIX
+219.9%
+37.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -8.2% | -0.2% | -8.0% | -8.2% |
| 3M | +5.9% | -4.0% | +9.9% | +6.3% |
| 6M | -25.2% | +20.6% | -45.8% | -27.9% |
| YTD | -28.1% | +10.1% | -38.3% | -29.8% |
| 1Y | -29.7% | +8.8% | -38.5% | -31.3% |
| 3Y | +39.0% | +42.5% | -3.5% | +26.9% |
| 5Y | +41.3% | +61.5% | -20.1% | +25.0% |
| All | +256.9% | +219.9% | +37.1% | +198.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling