+11.7%
MOS vs NBIX
+219.9%
-208.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | +12.4% | -0.2% | +12.6% | +12.4% |
| 3M | +20.5% | -4.0% | +24.4% | +21.1% |
| 6M | -12.0% | +20.6% | -32.6% | -15.9% |
| YTD | +7.4% | +10.1% | -2.7% | +4.4% |
| 1Y | -22.5% | +8.8% | -31.2% | -24.7% |
| 3Y | -25.5% | +42.5% | -68.0% | -34.3% |
| 5Y | -10.1% | +61.5% | -71.6% | -24.2% |
| All | +11.7% | +219.9% | -208.1% | -16.8% |
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