+3.9%
NBIX vs SHAK
-26.3%
+30.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -3.6% |
| 7D | +9.1% | -1.0% | +10.1% | +9.1% |
| 30D | +9.8% | +8.1% | +1.7% | +9.3% |
| 3M | -1.1% | -6.1% | +5.0% | -1.1% |
| 6M | +18.3% | -27.7% | +46.0% | +20.8% |
| YTD | +12.6% | -14.0% | +26.6% | +12.6% |
| 1Y | +3.9% | -27.1% | +31.0% | +8.5% |
| All | +3.9% | -26.3% | +30.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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