+80.9%
ORCL vs NBIX
+59.9%
+20.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -5.4% | +0.4% | -5.7% | -5.4% |
| 30D | -2.0% | -0.2% | -1.8% | -2.0% |
| 3M | -18.1% | -4.0% | -14.1% | -17.8% |
| 6M | -7.2% | +20.6% | -27.8% | -9.8% |
| YTD | -22.2% | +10.1% | -32.3% | -23.5% |
| 1Y | -50.6% | +8.8% | -59.4% | -51.4% |
| 3Y | +22.9% | +42.5% | -19.6% | +14.0% |
| All | +80.9% | +59.9% | +20.9% | +58.8% |
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