+1,149.8%
NBIX vs HRB
+1,261.3%
-111.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.4% |
| 7D | +0.4% | -8.0% | +8.4% | +3.1% |
| 30D | -0.2% | -16.0% | +15.8% | +5.4% |
| 3M | -4.0% | +26.9% | -30.9% | -12.8% |
| 6M | +20.6% | +51.1% | -30.5% | +1.5% |
| YTD | +10.1% | +7.1% | +3.1% | +3.4% |
| 1Y | +8.8% | -9.6% | +18.4% | +7.9% |
| 3Y | +42.5% | +25.4% | +17.1% | +21.8% |
| 5Y | +61.5% | +114.9% | -53.4% | +8.6% |
| 10Y | +217.6% | +206.4% | +11.1% | +57.8% |
| All | +1,149.8% | +1,261.3% | -111.6% | +198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling