+521.0%
LITE vs NBIX
+14.2%
+506.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.4% |
| 7D | -1.5% | +1.0% | -2.6% | -1.8% |
| 30D | +6.7% | -3.6% | +10.3% | +7.4% |
| 3M | -6.8% | -7.0% | +0.2% | -5.9% |
| 6M | +29.4% | +16.6% | +12.8% | +15.0% |
| YTD | +139.1% | +9.7% | +129.4% | +122.8% |
| 1Y | +521.0% | +10.9% | +510.1% | +486.1% |
| All | +521.0% | +14.2% | +506.8% | +486.1% |
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 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