+470.9%
P vs NBIX
+266.2%
+204.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +5.0% | -1.7% | +6.7% | +5.5% |
| 30D | -0.9% | -5.9% | +5.0% | +0.6% |
| 3M | +38.7% | -6.1% | +44.8% | +40.4% |
| 6M | +54.4% | +19.4% | +35.0% | +45.2% |
| YTD | +44.8% | +9.4% | +35.5% | +39.4% |
| 1Y | +22.5% | +7.6% | +14.9% | +18.3% |
| 3Y | +148.2% | +42.0% | +106.3% | +113.5% |
| 5Y | +268.9% | +64.3% | +204.7% | +197.1% |
| 10Y | +696.9% | +215.4% | +481.5% | +457.1% |
| All | +470.9% | +266.2% | +204.8% | +295.3% |
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