+209.3%
NBIX vs DOC
+21.5%
+187.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.5% |
| 7D | +6.0% | 0.0% | +6.0% | +6.1% |
| 30D | +25.4% | +6.6% | +18.8% | +23.2% |
| 3M | +8.2% | -1.1% | +9.4% | +8.5% |
| 6M | +8.7% | +4.8% | +3.9% | +7.0% |
| YTD | +19.4% | +32.1% | -12.6% | +10.2% |
| 1Y | +15.4% | +21.9% | -6.5% | +8.6% |
| 3Y | +58.1% | +51.4% | +6.6% | +39.8% |
| 5Y | +92.5% | -21.2% | +113.7% | +98.7% |
| All | +209.3% | +21.5% | +187.8% | +177.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling