+42.5%
NBIX vs PFG
+70.6%
-28.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | -0.2% | +2.9% | -3.1% | -1.0% |
| 3M | -4.0% | +6.7% | -10.7% | -5.9% |
| 6M | +20.6% | +33.8% | -13.2% | +10.5% |
| YTD | +10.1% | +35.0% | -24.8% | +0.6% |
| 1Y | +8.8% | +46.4% | -37.6% | -3.1% |
| 3Y | +42.5% | +71.7% | -29.2% | +21.2% |
| All | +42.5% | +70.6% | -28.1% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 3y: compounded portfolio wealth divided by compounded PFG 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…
3y analysis · Full analysis span regression · 6 months rolling