+2,484.9%
MAR vs NBIX
+1,822.7%
+662.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | -5.4% | -0.2% | -5.2% | -5.4% |
| 3M | -15.5% | -4.0% | -11.5% | -15.2% |
| 6M | +3.0% | +20.6% | -17.6% | -0.1% |
| YTD | +8.5% | +10.1% | -1.6% | +6.5% |
| 1Y | +26.0% | +8.8% | +17.2% | +23.6% |
| 3Y | +68.6% | +42.5% | +26.1% | +56.9% |
| 5Y | +157.4% | +61.5% | +95.9% | +133.4% |
| 10Y | +447.0% | +217.6% | +229.5% | +335.6% |
| All | +2,484.9% | +1,822.7% | +662.2% | +1,094.4% |
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