+2,382.0%
LITE vs NBIX
+219.9%
+2,162.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +5.2% | +0.4% | +4.8% | +5.1% |
| 30D | -0.6% | -0.2% | -0.4% | -0.6% |
| 3M | +4.2% | -4.0% | +8.2% | +4.7% |
| 6M | +38.0% | +20.6% | +17.4% | +28.7% |
| YTD | +151.5% | +10.1% | +141.4% | +141.0% |
| 1Y | +462.2% | +8.8% | +453.5% | +441.4% |
| 3Y | +1,810.6% | +42.5% | +1,768.1% | +1,589.5% |
| 5Y | +980.2% | +61.5% | +918.7% | +805.4% |
| All | +2,382.0% | +219.9% | +2,162.1% | +1,816.9% |
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