+138.6%
NOK vs NBIX
+219.9%
-81.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.8% |
| 7D | +11.0% | +0.4% | +10.6% | +10.9% |
| 30D | +7.8% | -0.2% | +8.0% | +7.8% |
| 3M | -21.0% | -4.0% | -17.0% | -20.7% |
| 6M | +40.9% | +20.6% | +20.3% | +36.3% |
| YTD | +72.0% | +10.1% | +61.9% | +68.6% |
| 1Y | +140.9% | +8.8% | +132.1% | +136.1% |
| 3Y | +194.3% | +42.5% | +151.8% | +170.7% |
| 5Y | +112.5% | +61.5% | +51.0% | +89.5% |
| All | +138.6% | +219.9% | -81.3% | +91.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling