+273.1%
NBIX vs DOC
+15.7%
+257.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.4% | +2.9% |
| 7D | +12.7% | +6.5% | +6.2% | +10.8% |
| 30D | +14.7% | +9.2% | +5.6% | +12.1% |
| 3M | +3.0% | -2.5% | +5.5% | +3.6% |
| 6M | +12.0% | +7.1% | +4.9% | +9.6% |
| YTD | +16.1% | +33.0% | -16.9% | +7.1% |
| 1Y | +6.4% | +23.3% | -16.9% | -0.1% |
| 3Y | +44.4% | +44.9% | -0.5% | +29.4% |
| 5Y | +76.6% | -21.6% | +98.2% | +82.3% |
| All | +273.1% | +15.7% | +257.3% | +242.1% |
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