+42.8%
NBIX vs RY
+154.7%
-111.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -1.1% | -2.9% | +1.7% | -0.1% |
| 30D | -3.3% | -2.0% | -1.3% | -2.7% |
| 3M | -2.7% | +4.9% | -7.5% | -4.7% |
| 6M | +20.6% | +26.1% | -5.6% | +9.8% |
| YTD | +10.4% | +22.4% | -12.0% | +1.7% |
| 1Y | +10.8% | +44.7% | -33.9% | -4.0% |
| All | +42.8% | +154.7% | -111.9% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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