+173.5%
NTRA vs NBIX
+59.9%
+113.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +0.2% | +0.4% | -0.1% | +0.1% |
| 30D | +4.1% | -0.2% | +4.3% | +4.1% |
| 3M | +50.0% | -4.0% | +54.0% | +52.1% |
| 6M | +67.3% | +20.6% | +46.7% | +52.8% |
| YTD | +43.6% | +10.1% | +33.4% | +35.9% |
| 1Y | +89.2% | +8.8% | +80.5% | +78.7% |
| 3Y | +502.5% | +42.5% | +460.1% | +353.9% |
| All | +173.5% | +59.9% | +113.6% | +75.2% |
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