+168.5%
OVV vs NBIX
+315.4%
-147.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -2.9% | -1.1% | -1.8% | -2.7% |
| 30D | +0.9% | -3.3% | +4.2% | +1.4% |
| 3M | +11.0% | -2.7% | +13.7% | +11.2% |
| 6M | +22.3% | +20.6% | +1.7% | +18.1% |
| YTD | +65.1% | +10.4% | +54.7% | +61.4% |
| 1Y | +53.1% | +10.8% | +42.3% | +49.3% |
| 3Y | +46.7% | +43.3% | +3.4% | +35.6% |
| 5Y | +155.5% | +61.8% | +93.6% | +129.8% |
| 10Y | +55.6% | +218.3% | -162.7% | +25.8% |
| All | +168.5% | +315.4% | -147.0% | +29.6% |
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 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