+4,558.9%
NBIX vs BUD
+192.2%
+4,366.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.9% |
| 7D | -1.7% | -1.3% | -0.4% | -1.2% |
| 30D | -5.9% | -6.1% | +0.2% | -3.7% |
| 3M | -6.1% | -3.8% | -2.4% | -5.0% |
| 6M | +19.4% | +8.2% | +11.2% | +14.7% |
| YTD | +9.4% | +23.6% | -14.2% | -0.9% |
| 1Y | +7.6% | +33.4% | -25.8% | -5.7% |
| 3Y | +42.0% | +45.3% | -3.3% | +17.7% |
| 5Y | +64.3% | +44.3% | +20.0% | +32.2% |
| 10Y | +215.4% | -22.8% | +238.2% | +226.1% |
| All | +4,558.9% | +192.2% | +4,366.6% | +1,799.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling