+2,509.6%
LMT vs NBIX
+1,201.8%
+1,307.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -13.1% | -0.2% | -12.9% | -13.1% |
| 3M | -3.9% | -4.0% | +0.1% | -3.7% |
| 6M | -18.3% | +20.6% | -38.9% | -19.2% |
| YTD | +10.3% | +10.1% | +0.2% | +9.5% |
| 1Y | +14.2% | +8.8% | +5.4% | +13.4% |
| 3Y | +35.0% | +42.5% | -7.5% | +31.0% |
| 5Y | +73.2% | +61.5% | +11.8% | +66.3% |
| 10Y | +186.8% | +217.6% | -30.7% | +160.7% |
| All | +2,509.6% | +1,201.8% | +1,307.7% | +1,918.1% |
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 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