+28.2%
PH vs NBIX
+14.2%
+14.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -3.1% | +1.0% | -4.1% | -3.2% |
| 30D | -3.2% | -3.6% | +0.4% | -2.8% |
| 3M | +10.6% | -7.0% | +17.6% | +11.0% |
| 6M | -2.1% | +16.6% | -18.8% | -6.6% |
| YTD | +10.2% | +9.7% | +0.5% | +6.1% |
| 1Y | +28.2% | +10.9% | +17.4% | +22.0% |
| All | +28.2% | +14.2% | +14.1% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling