+158.3%
NUE vs NBIX
+62.0%
+96.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | -2.5% | +1.0% | -3.5% | -2.7% |
| 30D | -5.3% | +2.9% | -8.3% | -5.9% |
| 3M | -4.2% | -1.6% | -2.6% | -4.2% |
| 6M | +56.7% | +21.1% | +35.5% | +49.0% |
| YTD | +57.0% | +10.9% | +46.2% | +52.1% |
| 1Y | +82.6% | +10.8% | +71.7% | +76.2% |
| 3Y | +60.6% | +38.2% | +22.4% | +40.8% |
| 5Y | +158.3% | +66.2% | +92.1% | +113.4% |
| All | +158.3% | +62.0% | +96.3% | +113.4% |
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 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