-84.3%
OPEN vs NBIX
+59.9%
-144.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.2% |
| 7D | -11.4% | +0.4% | -11.8% | -11.7% |
| 30D | -20.1% | -0.2% | -19.9% | -20.3% |
| 3M | -37.6% | -4.0% | -33.6% | -36.6% |
| 6M | -47.1% | +20.6% | -67.7% | -55.0% |
| YTD | -52.1% | +10.1% | -62.3% | -57.0% |
| 1Y | -73.5% | +8.8% | -82.3% | -76.1% |
| 3Y | -24.4% | +42.5% | -66.9% | -49.6% |
| All | -84.3% | +59.9% | -144.2% | -90.6% |
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