+10.9%
NBIX vs BUD
+36.8%
-26.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +1.0% | +0.3% | +0.8% | +1.0% |
| 30D | -3.6% | -5.7% | +2.0% | -3.4% |
| 3M | -7.0% | +3.1% | -10.1% | -6.9% |
| 6M | +16.6% | +7.9% | +8.8% | +15.5% |
| YTD | +9.7% | +27.3% | -17.6% | +7.4% |
| 1Y | +10.9% | +37.8% | -27.0% | +7.6% |
| All | +10.9% | +36.8% | -26.0% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling