+750.3%
NVT vs NBIX
+91.1%
+659.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.9% | +4.7% |
| 7D | +4.1% | +0.4% | +3.7% | +4.0% |
| 30D | -5.1% | -0.2% | -5.0% | -5.1% |
| 3M | -1.2% | -4.0% | +2.8% | -0.9% |
| 6M | +46.6% | +20.6% | +26.0% | +38.3% |
| YTD | +60.0% | +10.1% | +49.8% | +54.2% |
| 1Y | +70.8% | +8.8% | +62.0% | +64.9% |
| 3Y | +187.5% | +42.5% | +145.1% | +149.7% |
| 5Y | +426.1% | +61.5% | +364.7% | +332.9% |
| All | +750.3% | +91.1% | +659.1% | +512.4% |
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 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