-25.3%
MDB vs NBIX
+59.9%
-85.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -1.8% | +0.4% | -2.1% | -1.9% |
| 30D | -17.3% | -0.2% | -17.1% | -17.4% |
| 3M | +2.2% | -4.0% | +6.2% | +2.6% |
| 6M | +33.9% | +20.6% | +13.3% | +23.4% |
| YTD | -13.7% | +10.1% | -23.8% | -18.2% |
| 1Y | +9.1% | +8.8% | +0.3% | +3.1% |
| 3Y | -8.1% | +42.5% | -50.6% | -28.4% |
| All | -25.3% | +59.9% | -85.3% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling