+16.0%
NBIX vs DOC
+21.8%
-5.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.3% |
| 7D | +14.1% | +8.7% | +5.4% | +10.8% |
| 30D | +15.1% | +7.6% | +7.5% | +12.1% |
| 3M | 0.0% | -5.3% | +5.3% | +1.8% |
| 6M | +23.9% | +27.6% | -3.7% | +11.6% |
| YTD | +17.1% | +32.4% | -15.3% | +5.0% |
| 1Y | +16.0% | +22.9% | -6.9% | +6.3% |
| All | +16.0% | +21.8% | -5.9% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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