+282.2%
MSTR vs NBIX
+43.8%
+238.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | -8.3% | +0.4% | -8.7% | -8.4% |
| 30D | +38.1% | -0.2% | +38.3% | +38.0% |
| 3M | +9.0% | -4.0% | +13.0% | +10.2% |
| 6M | -5.3% | +20.6% | -25.9% | -12.5% |
| YTD | -13.8% | +10.1% | -24.0% | -17.9% |
| 1Y | -59.8% | +8.8% | -68.6% | -61.7% |
| 3Y | +282.2% | +42.5% | +239.7% | +227.5% |
| All | +282.2% | +43.8% | +238.3% | +227.5% |
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