+42.5%
NBIX vs UUUU
+74.5%
-32.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | +0.4% | -10.5% | +10.9% | +0.8% |
| 30D | -0.2% | -10.5% | +10.3% | +0.2% |
| 3M | -4.0% | -14.1% | +10.1% | -3.7% |
| 6M | +20.6% | -35.5% | +56.1% | +21.8% |
| YTD | +10.1% | -10.9% | +21.1% | +9.8% |
| 1Y | +8.8% | +3.4% | +5.4% | +6.1% |
| 3Y | +42.5% | +73.1% | -30.6% | +28.2% |
| All | +42.5% | +74.5% | -32.0% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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