+1,547.9%
NBIX vs INDA
+109.4%
+1,438.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | +0.4% | -2.7% | +3.1% | +1.5% |
| 30D | -0.2% | -2.8% | +2.6% | +1.0% |
| 3M | -4.0% | +1.6% | -5.6% | -4.7% |
| 6M | +20.6% | -1.4% | +22.0% | +21.1% |
| YTD | +10.1% | -10.1% | +20.3% | +15.0% |
| 1Y | +8.8% | -8.8% | +17.6% | +12.8% |
| 3Y | +42.5% | +7.6% | +34.9% | +37.0% |
| 5Y | +61.5% | +5.8% | +55.7% | +55.0% |
| 10Y | +217.6% | +84.0% | +133.6% | +127.3% |
| All | +1,547.9% | +109.4% | +1,438.5% | +1,030.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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