+46.3%
LYB vs NBIX
+219.9%
-173.6%
-68.2%
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 | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +2.5% | -0.2% | +2.6% | +2.5% |
| 3M | +1.4% | -4.0% | +5.4% | +1.7% |
| 6M | -3.5% | +20.6% | -24.1% | -7.5% |
| YTD | +52.0% | +10.1% | +41.8% | +47.7% |
| 1Y | +22.1% | +8.8% | +13.3% | +18.7% |
| 3Y | -22.8% | +42.5% | -65.3% | -30.3% |
| 5Y | -3.4% | +61.5% | -64.8% | -16.0% |
| All | +46.3% | +219.9% | -173.6% | +19.0% |
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