+662.0%
PBR vs NBIX
+219.9%
+442.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | +22.9% | -0.2% | +23.0% | +22.9% |
| 3M | +19.6% | -4.0% | +23.6% | +20.1% |
| 6M | +16.5% | +20.6% | -4.1% | +11.8% |
| YTD | +86.7% | +10.1% | +76.5% | +81.8% |
| 1Y | +74.7% | +8.8% | +65.9% | +70.1% |
| 3Y | +102.6% | +42.5% | +60.1% | +81.4% |
| 5Y | +566.6% | +61.5% | +505.1% | +471.7% |
| All | +662.0% | +219.9% | +442.2% | +487.7% |
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