+1,320.2%
NBIX vs UUUU
-92.8%
+1,413.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.1% |
| 7D | +0.4% | -10.5% | +10.9% | +1.1% |
| 30D | -0.2% | -10.5% | +10.3% | +0.4% |
| 3M | -4.0% | -14.1% | +10.1% | -3.3% |
| 6M | +20.6% | -35.5% | +56.1% | +23.0% |
| YTD | +10.1% | -10.9% | +21.1% | +9.1% |
| 1Y | +8.8% | +3.4% | +5.4% | +5.4% |
| 3Y | +42.5% | +73.1% | -30.6% | +29.5% |
| 5Y | +61.5% | +87.1% | -25.7% | +41.5% |
| 10Y | +217.6% | +463.0% | -245.5% | +134.8% |
| All | +1,320.2% | -92.8% | +1,413.0% | +875.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling