+3.9%
NBIX vs MKC
-18.8%
+22.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.8% |
| 7D | +9.1% | +7.0% | +2.2% | +9.6% |
| 30D | +9.8% | +11.4% | -1.6% | +10.6% |
| 3M | -1.1% | -3.7% | +2.6% | -1.6% |
| 6M | +18.3% | +5.3% | +13.0% | +19.1% |
| YTD | +12.6% | -24.4% | +37.0% | +8.8% |
| 1Y | +3.9% | -19.7% | +23.6% | +1.3% |
| All | +3.9% | -18.8% | +22.7% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1y: compounded portfolio wealth divided by compounded MKC 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…
1y analysis · Full analysis span regression · 6 months rolling