+3,814.9%
NUE vs NBIX
+1,201.8%
+2,613.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | 0.0% |
| 6M | +51.9% | +20.6% | +31.3% | +47.8% |
| YTD | +60.0% | +10.1% | +49.8% | +57.3% |
| 1Y | +82.9% | +8.8% | +74.1% | +79.9% |
| 3Y | +66.0% | +42.5% | +23.5% | +55.9% |
| 5Y | +149.0% | +61.5% | +87.5% | +128.6% |
| 10Y | +588.3% | +217.6% | +370.7% | +456.9% |
| All | +3,814.9% | +1,201.8% | +2,613.1% | +1,698.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling