+1,149.8%
NBIX vs PTC
+136.4%
+1,013.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.7% |
| 7D | +0.4% | -7.3% | +7.6% | +2.6% |
| 30D | -0.2% | -11.6% | +11.5% | +3.2% |
| 3M | -4.0% | +10.5% | -14.5% | -7.5% |
| 6M | +20.6% | -17.8% | +38.4% | +26.0% |
| YTD | +10.1% | -24.9% | +35.1% | +17.7% |
| 1Y | +8.8% | -36.8% | +45.6% | +22.2% |
| 3Y | +42.5% | -8.7% | +51.2% | +41.0% |
| 5Y | +61.5% | +4.1% | +57.4% | +49.6% |
| 10Y | +217.6% | +202.7% | +14.9% | +104.2% |
| All | +1,149.8% | +136.4% | +1,013.3% | +445.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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