+272.6%
P vs NBIX
+59.9%
+212.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.6% | +4.4% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | -11.9% | -0.2% | -11.7% | -11.9% |
| 3M | +41.6% | -4.0% | +45.6% | +42.2% |
| 6M | +58.1% | +20.6% | +37.5% | +49.2% |
| YTD | +46.5% | +10.1% | +36.4% | +41.4% |
| 1Y | +19.1% | +8.8% | +10.3% | +15.2% |
| 3Y | +150.6% | +42.5% | +108.1% | +116.8% |
| All | +272.6% | +59.9% | +212.7% | +190.1% |
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 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