+22.2%
LQD vs NBIX
+219.9%
-197.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | -1.3% | -0.2% | -1.1% | -1.3% |
| 3M | -3.2% | -4.0% | +0.8% | -3.1% |
| 6M | -2.1% | +20.6% | -22.7% | -2.7% |
| YTD | -2.4% | +10.1% | -12.5% | -2.7% |
| 1Y | -2.7% | +8.8% | -11.5% | -3.0% |
| 3Y | +14.2% | +42.5% | -28.3% | +12.6% |
| 5Y | -5.8% | +61.5% | -67.3% | -7.6% |
| All | +22.2% | +219.9% | -197.7% | +20.0% |
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