+205.8%
NBIX vs DOC
-4.1%
+209.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.2% |
| 7D | +1.0% | -1.5% | +2.5% | +1.4% |
| 30D | -3.6% | -4.8% | +1.1% | -2.4% |
| 3M | -7.0% | +6.9% | -13.9% | -8.7% |
| 6M | +16.6% | +20.7% | -4.1% | +10.3% |
| YTD | +9.7% | +34.1% | -24.4% | +0.9% |
| 1Y | +10.9% | +22.6% | -11.8% | +4.3% |
| 3Y | +40.7% | +20.8% | +19.9% | +31.6% |
| 5Y | +62.3% | -24.9% | +87.2% | +69.6% |
| All | +205.8% | -4.1% | +209.9% | +184.6% |
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