+176.9%
MCD vs NBIX
+219.9%
-42.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | -7.8% | -0.2% | -7.6% | -7.8% |
| 3M | -10.7% | -4.0% | -6.7% | -10.5% |
| 6M | -21.3% | +20.6% | -41.9% | -23.0% |
| YTD | -15.8% | +10.1% | -25.9% | -17.0% |
| 1Y | -16.0% | +8.8% | -24.8% | -17.2% |
| 3Y | -3.0% | +42.5% | -45.4% | -8.4% |
| 5Y | +18.6% | +61.5% | -42.9% | +9.3% |
| All | +176.9% | +219.9% | -42.9% | +143.4% |
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 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