+205.1%
NBIX vs STLA
+55.1%
+150.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.6% |
| 7D | +0.4% | -2.9% | +3.3% | +0.8% |
| 30D | -0.2% | +0.9% | -1.1% | -0.5% |
| 3M | -4.0% | -21.6% | +17.6% | -0.4% |
| 6M | +20.6% | -21.6% | +42.2% | +24.8% |
| YTD | +10.1% | -50.4% | +60.6% | +22.0% |
| 1Y | +8.8% | -43.6% | +52.4% | +16.9% |
| 3Y | +42.5% | -66.4% | +108.9% | +63.1% |
| 5Y | +61.5% | -62.3% | +123.8% | +76.3% |
| All | +205.1% | +55.1% | +150.0% | +172.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…
10y analysis · Full analysis span regression · 6 months rolling