+61.6%
NBIX vs BUD
+44.8%
+16.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.4% |
| 7D | +0.4% | -2.6% | +3.0% | +0.9% |
| 30D | -0.2% | -1.2% | +1.0% | 0.0% |
| 3M | -4.0% | -4.9% | +0.9% | -3.1% |
| 6M | +20.6% | +9.3% | +11.3% | +17.9% |
| YTD | +10.1% | +24.0% | -13.8% | +4.3% |
| 1Y | +8.8% | +34.5% | -25.8% | +0.9% |
| 3Y | +42.5% | +43.7% | -1.2% | +30.0% |
| All | +61.6% | +44.8% | +16.8% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling