+625.8%
NTAP vs NBIX
+219.9%
+405.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.2% | +8.8% | +8.6% |
| 7D | +7.4% | +0.4% | +7.0% | +7.3% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | +24.6% | -4.0% | +28.6% | +25.0% |
| 6M | +105.9% | +20.6% | +85.3% | +97.5% |
| YTD | +88.5% | +10.1% | +78.4% | +83.8% |
| 1Y | +62.1% | +8.8% | +53.3% | +58.2% |
| 3Y | +169.1% | +42.5% | +126.6% | +143.5% |
| 5Y | +141.9% | +61.5% | +80.4% | +110.2% |
| All | +625.8% | +219.9% | +405.9% | +488.4% |
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