+3,963.0%
NEE vs NBIX
+1,201.8%
+2,761.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -3.3% | -0.2% | -3.2% | -3.3% |
| 3M | -2.3% | -4.0% | +1.7% | -2.1% |
| 6M | -8.9% | +20.6% | -29.5% | -9.8% |
| YTD | +4.8% | +10.1% | -5.4% | +4.1% |
| 1Y | +18.7% | +8.8% | +9.9% | +17.9% |
| 3Y | +33.2% | +42.5% | -9.2% | +29.9% |
| 5Y | +10.9% | +61.5% | -50.6% | +7.1% |
| 10Y | +251.8% | +217.6% | +34.2% | +224.1% |
| All | +3,963.0% | +1,201.8% | +2,761.2% | +2,993.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling