+111.4%
META vs NBIX
+44.2%
+67.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.6% |
| 7D | +5.5% | -1.1% | +6.6% | +5.7% |
| 30D | +7.6% | -3.3% | +10.9% | +8.1% |
| 3M | +13.0% | -2.7% | +15.6% | +12.6% |
| 6M | -1.3% | +20.6% | -21.9% | -5.6% |
| YTD | -2.2% | +10.4% | -12.6% | -5.1% |
| 1Y | -14.0% | +10.8% | -24.9% | -16.9% |
| All | +111.4% | +44.2% | +67.2% | +97.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling