+1,663.6%
PBR vs NBIX
+338.5%
+1,325.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.2% |
| YTD | +86.7% | +10.1% | +76.5% | +82.2% |
| 1Y | +74.7% | +8.8% | +65.9% | +70.5% |
| 3Y | +102.6% | +42.5% | +60.1% | +85.1% |
| 5Y | +566.6% | +61.5% | +505.1% | +489.0% |
| 10Y | +686.1% | +217.6% | +468.5% | +495.2% |
| All | +1,663.6% | +338.5% | +1,325.1% | +591.7% |
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 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