+137.0%
OKE vs NBIX
+59.9%
+77.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +1.2% | +0.4% | +0.9% | +1.2% |
| 30D | +4.5% | -0.2% | +4.7% | +4.5% |
| 3M | +9.6% | -4.0% | +13.6% | +9.8% |
| 6M | +15.4% | +20.6% | -5.2% | +11.5% |
| YTD | +36.5% | +10.1% | +26.3% | +33.5% |
| 1Y | +39.0% | +8.8% | +30.2% | +36.0% |
| 3Y | +74.3% | +42.5% | +31.8% | +55.5% |
| All | +137.0% | +59.9% | +77.1% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling