+205.1%
NBIX vs BTG
+159.3%
+45.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +0.4% | -3.8% | +4.1% | +0.5% |
| 30D | -0.2% | +3.6% | -3.8% | -0.4% |
| 3M | -4.0% | +32.0% | -36.0% | -5.4% |
| 6M | +20.6% | +3.4% | +17.2% | +19.8% |
| YTD | +10.1% | +20.8% | -10.6% | +8.7% |
| 1Y | +8.8% | +22.4% | -13.6% | +7.1% |
| 3Y | +42.5% | +91.7% | -49.2% | +37.5% |
| 5Y | +61.5% | +79.0% | -17.5% | +56.0% |
| All | +205.1% | +159.3% | +45.8% | +214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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