+961.0%
NBIS vs NBIX
+34.0%
+927.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.1% | -5.7% |
| 7D | -6.3% | +1.0% | -7.3% | -6.7% |
| 30D | -23.6% | +2.9% | -26.5% | -24.6% |
| 3M | -8.7% | -1.6% | -7.1% | -9.2% |
| 6M | +87.9% | +21.1% | +66.7% | +71.2% |
| YTD | +153.5% | +10.9% | +142.6% | +138.3% |
| 1Y | +134.7% | +10.8% | +123.9% | +120.9% |
| All | +961.0% | +34.0% | +927.0% | +690.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling