+3,064.6%
LII vs NBIX
+3,604.8%
-540.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +0.5% | -1.7% | +2.2% | +0.7% |
| 30D | -11.2% | -5.9% | -5.3% | -10.5% |
| 3M | -28.8% | -6.1% | -22.7% | -28.3% |
| 6M | -26.9% | +19.4% | -46.3% | -28.8% |
| YTD | -22.2% | +9.4% | -31.6% | -23.5% |
| 1Y | -32.0% | +7.6% | -39.6% | -33.0% |
| 3Y | -0.4% | +42.0% | -42.4% | -6.9% |
| 5Y | +22.4% | +64.3% | -41.8% | +11.4% |
| 10Y | +171.4% | +215.4% | -44.0% | +114.1% |
| All | +3,064.6% | +3,604.8% | -540.2% | +1,184.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling