-9.1%
NVTS vs NBIX
+50.7%
-59.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.4% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | -16.5% | -0.2% | -16.3% | -16.5% |
| 3M | -47.6% | -4.0% | -43.6% | -47.4% |
| 6M | +7.3% | +20.6% | -13.3% | 0.0% |
| YTD | +62.9% | +10.1% | +52.7% | +56.4% |
| 1Y | +91.3% | +8.8% | +82.5% | +83.8% |
| 3Y | +43.4% | +42.5% | +0.9% | +19.1% |
| All | -9.1% | +50.7% | -59.9% | -45.3% |
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 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