+61.6%
NBIX vs IBN
+58.3%
+3.2%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.7% |
| 7D | +0.4% | -3.0% | +3.4% | +1.1% |
| 30D | -0.2% | -1.5% | +1.3% | +0.2% |
| 3M | -4.0% | +7.9% | -11.9% | -5.8% |
| 6M | +20.6% | +8.6% | +12.0% | +17.9% |
| YTD | +10.1% | -0.6% | +10.7% | +9.8% |
| 1Y | +8.8% | -7.3% | +16.1% | +10.1% |
| 3Y | +42.5% | +26.2% | +16.3% | +33.6% |
| All | +61.6% | +58.3% | +3.2% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling