+3.9%
NBIX vs QSR
+22.6%
-18.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.8% |
| 7D | +9.1% | +7.6% | +1.6% | +7.8% |
| 30D | +9.8% | +11.8% | -2.0% | +7.7% |
| 3M | -1.1% | +6.4% | -7.5% | -2.2% |
| 6M | +18.3% | -2.1% | +20.4% | +18.4% |
| YTD | +12.6% | +18.3% | -5.6% | +3.9% |
| 1Y | +3.9% | +21.4% | -17.5% | -5.0% |
| All | +3.9% | +22.6% | -18.7% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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