+1,941.3%
NBIX vs URA
-32.7%
+1,974.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.8% |
| 7D | -1.1% | -1.5% | +0.4% | -0.8% |
| 30D | -3.3% | -0.4% | -2.9% | -3.5% |
| 3M | -2.7% | +6.3% | -8.9% | -4.6% |
| 6M | +20.6% | -14.0% | +34.5% | +22.8% |
| YTD | +10.4% | +5.3% | +5.1% | +6.3% |
| 1Y | +10.8% | +11.7% | -0.8% | +3.8% |
| 3Y | +43.3% | +109.8% | -66.5% | +10.0% |
| 5Y | +61.8% | +108.0% | -46.1% | +18.3% |
| 10Y | +218.3% | +358.5% | -140.2% | +63.2% |
| All | +1,941.3% | -32.7% | +1,974.0% | +1,749.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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