+205.1%
NBIX vs HRB
+209.1%
-4.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.3% |
| 7D | +0.4% | -8.0% | +8.4% | +1.4% |
| 30D | -0.2% | -16.0% | +15.8% | +1.9% |
| 3M | -4.0% | +26.9% | -30.9% | -7.6% |
| 6M | +20.6% | +51.1% | -30.5% | +12.7% |
| YTD | +10.1% | +7.1% | +3.1% | +7.8% |
| 1Y | +8.8% | -9.6% | +18.4% | +9.1% |
| 3Y | +42.5% | +25.4% | +17.1% | +34.4% |
| 5Y | +61.5% | +114.9% | -53.4% | +38.1% |
| All | +205.1% | +209.1% | -4.0% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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