+29.3%
OWL vs NBIX
+73.2%
-43.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.4% |
| 7D | -11.2% | +1.0% | -12.2% | -11.5% |
| 30D | -14.6% | +2.9% | -17.6% | -15.3% |
| 3M | +9.8% | -1.6% | +11.4% | +9.6% |
| 6M | +24.3% | +21.1% | +3.2% | +17.5% |
| YTD | -25.7% | +10.9% | -36.6% | -28.5% |
| 1Y | -39.9% | +10.8% | -50.8% | -42.4% |
| 3Y | +1.1% | +38.2% | -37.1% | -11.5% |
| 5Y | -18.1% | +66.2% | -84.3% | -33.0% |
| All | +29.3% | +73.2% | -43.9% | +6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling