+6,793.4%
OKE vs NBIX
+1,201.8%
+5,591.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.9% |
| 6M | +15.4% | +20.6% | -5.2% | +12.6% |
| YTD | +36.5% | +10.1% | +26.3% | +34.3% |
| 1Y | +39.0% | +8.8% | +30.2% | +36.8% |
| 3Y | +74.3% | +42.5% | +31.8% | +64.9% |
| 5Y | +141.2% | +61.5% | +79.7% | +123.7% |
| 10Y | +262.1% | +217.6% | +44.5% | +207.5% |
| All | +6,793.4% | +1,201.8% | +5,591.6% | +4,185.1% |
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