-41.4%
NCLH vs NBIX
+59.9%
-101.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | -21.7% | -0.2% | -21.5% | -21.7% |
| 3M | -22.2% | -4.0% | -18.3% | -21.9% |
| 6M | -27.5% | +20.6% | -48.1% | -32.5% |
| YTD | -33.6% | +10.1% | -43.7% | -36.5% |
| 1Y | -45.0% | +8.8% | -53.8% | -47.5% |
| 3Y | -11.0% | +42.5% | -53.5% | -28.0% |
| All | -41.4% | +59.9% | -101.4% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 5y: compounded portfolio wealth divided by compounded NBIX 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…
5y analysis · Full analysis span regression · 6 months rolling