+514.9%
MKSI vs NBIX
+219.9%
+295.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +2.7% | +0.4% | +2.3% | +2.6% |
| 30D | -12.8% | -0.2% | -12.6% | -12.8% |
| 3M | -22.5% | -4.0% | -18.5% | -22.2% |
| 6M | +19.4% | +20.6% | -1.2% | +11.4% |
| YTD | +67.7% | +10.1% | +57.6% | +60.7% |
| 1Y | +131.4% | +8.8% | +122.6% | +122.4% |
| 3Y | +197.3% | +42.5% | +154.8% | +155.8% |
| 5Y | +87.0% | +61.5% | +25.5% | +51.5% |
| All | +514.9% | +219.9% | +295.1% | +342.8% |
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