+2,118.4%
MRSH vs NBIX
+1,201.8%
+916.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -4.8% | +0.4% | -5.1% | -4.8% |
| 30D | -6.3% | -0.2% | -6.2% | -6.3% |
| 3M | +5.8% | -4.0% | +9.8% | +6.1% |
| 6M | +2.8% | +20.6% | -17.8% | +0.7% |
| YTD | -3.1% | +10.1% | -13.3% | -4.4% |
| 1Y | -11.3% | +8.8% | -20.1% | -12.5% |
| 3Y | -5.0% | +42.5% | -47.5% | -9.7% |
| 5Y | +19.2% | +61.5% | -42.3% | +11.2% |
| 10Y | +217.4% | +217.6% | -0.2% | +168.2% |
| All | +2,118.4% | +1,201.8% | +916.5% | +1,075.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling