+205.1%
NBIX vs AEE
+191.1%
+14.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.4% | -0.8% | +1.1% | +0.5% |
| 30D | -0.2% | -2.9% | +2.7% | +0.3% |
| 3M | -4.0% | -2.4% | -1.6% | -3.7% |
| 6M | +20.6% | -2.7% | +23.3% | +20.9% |
| YTD | +10.1% | +7.3% | +2.9% | +8.3% |
| 1Y | +8.8% | +7.5% | +1.2% | +6.9% |
| 3Y | +42.5% | +46.2% | -3.7% | +31.6% |
| 5Y | +61.5% | +39.7% | +21.8% | +49.6% |
| All | +205.1% | +191.1% | +14.0% | +158.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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