+105.7%
NBIX vs FGI
-66.8%
+172.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.5% | -0.2% |
| 7D | +0.4% | +12.1% | -11.8% | +0.4% |
| 30D | -0.2% | +75.7% | -75.9% | -0.2% |
| 3M | -4.0% | +31.7% | -35.7% | -3.8% |
| 6M | +20.6% | +111.5% | -90.9% | +19.3% |
| YTD | +10.1% | +45.8% | -35.6% | +9.4% |
| 1Y | +8.8% | +112.5% | -103.7% | +6.3% |
| 3Y | +42.5% | +8.5% | +34.0% | +40.1% |
| All | +105.7% | -66.8% | +172.5% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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