+42.8%
PCG vs NBIX
+59.9%
-17.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -3.5% | +0.4% | -3.9% | -3.5% |
| 30D | -20.6% | -0.2% | -20.4% | -20.6% |
| 3M | -17.6% | -4.0% | -13.6% | -17.2% |
| 6M | -23.5% | +20.6% | -44.1% | -25.6% |
| YTD | -13.6% | +10.1% | -23.8% | -15.1% |
| 1Y | -11.3% | +8.8% | -20.1% | -12.9% |
| 3Y | -16.9% | +42.5% | -59.4% | -24.4% |
| All | +42.8% | +59.9% | -17.1% | +24.0% |
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