+50.7%
O vs NBIX
+219.9%
-169.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.9% | +0.4% | -3.2% | -2.9% |
| 30D | -4.5% | -0.2% | -4.3% | -4.5% |
| 3M | -2.6% | -4.0% | +1.3% | -2.4% |
| 6M | -5.6% | +20.6% | -26.2% | -8.0% |
| YTD | +9.3% | +10.1% | -0.9% | +7.5% |
| 1Y | +4.3% | +8.8% | -4.5% | +2.6% |
| 3Y | +27.4% | +42.5% | -15.1% | +19.0% |
| 5Y | +17.1% | +61.5% | -44.4% | +6.2% |
| All | +50.7% | +219.9% | -169.1% | +29.2% |
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