+575.6%
NUE vs NBIX
+219.9%
+355.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -0.6% | +0.4% | -1.0% | -0.7% |
| 30D | -4.6% | -0.2% | -4.4% | -4.5% |
| 3M | -0.3% | -4.0% | +3.7% | +0.1% |
| 6M | +51.9% | +20.6% | +31.3% | +46.0% |
| YTD | +60.0% | +10.1% | +49.8% | +56.1% |
| 1Y | +82.9% | +8.8% | +74.1% | +78.5% |
| 3Y | +66.0% | +42.5% | +23.5% | +51.0% |
| 5Y | +149.0% | +61.5% | +87.5% | +119.6% |
| All | +575.6% | +219.9% | +355.8% | +440.3% |
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 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