+70.9%
NVT vs NBIX
+14.2%
+56.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +2.9% |
| 7D | +5.1% | +1.0% | +4.1% | +4.8% |
| 30D | -3.7% | -3.6% | -0.1% | -3.1% |
| 3M | -10.1% | -7.0% | -3.1% | -10.1% |
| 6M | +37.5% | +16.6% | +20.8% | +26.3% |
| YTD | +53.7% | +9.7% | +44.0% | +44.3% |
| 1Y | +70.9% | +10.9% | +60.0% | +58.7% |
| All | +70.9% | +14.2% | +56.7% | +58.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling