+61.6%
NBIX vs BG
+81.8%
-20.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | +0.4% | +3.1% | -2.7% | 0.0% |
| 30D | -0.2% | +10.2% | -10.4% | -1.2% |
| 3M | -4.0% | -1.7% | -2.3% | -3.9% |
| 6M | +20.6% | +1.0% | +19.6% | +20.1% |
| YTD | +10.1% | +39.9% | -29.8% | +5.2% |
| 1Y | +8.8% | +53.2% | -44.4% | +2.3% |
| 3Y | +42.5% | +16.3% | +26.2% | +37.5% |
| All | +61.6% | +81.8% | -20.3% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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