+110.9%
MO vs NBIX
+219.9%
-109.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +0.1% | +0.4% | -0.2% | +0.1% |
| 30D | +7.1% | -0.2% | +7.3% | +7.1% |
| 3M | -2.0% | -4.0% | +2.0% | -1.9% |
| 6M | +7.3% | +20.6% | -13.3% | +6.2% |
| YTD | +23.5% | +10.1% | +13.3% | +22.7% |
| 1Y | +11.0% | +8.8% | +2.2% | +10.3% |
| 3Y | +95.0% | +42.5% | +52.5% | +89.1% |
| 5Y | +100.6% | +61.5% | +39.1% | +92.4% |
| All | +110.9% | +219.9% | -109.0% | +98.4% |
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