+219.2%
NBIX vs DOC
+20.3%
+198.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | +2.6% | +4.3% | -1.7% | +1.4% |
| 30D | +18.7% | +9.2% | +9.6% | +15.9% |
| 3M | +2.6% | -0.8% | +3.4% | +2.7% |
| 6M | +11.1% | +7.1% | +4.0% | +8.7% |
| YTD | +19.3% | +34.0% | -14.7% | +9.6% |
| 1Y | +12.7% | +23.2% | -10.5% | +5.8% |
| 3Y | +57.8% | +53.6% | +4.2% | +38.9% |
| 5Y | +84.1% | -20.4% | +104.6% | +89.6% |
| 10Y | +219.2% | +23.4% | +195.8% | +172.9% |
| All | +219.2% | +20.3% | +198.9% | +172.9% |
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