+8,189.7%
PH vs NBIX
+1,201.8%
+6,987.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -1.3% | +0.4% | -1.7% | -1.3% |
| 30D | -11.0% | -0.2% | -10.8% | -11.0% |
| 3M | +5.5% | -4.0% | +9.5% | +5.8% |
| 6M | +1.5% | +20.6% | -19.1% | -1.1% |
| YTD | +8.8% | +10.1% | -1.4% | +7.1% |
| 1Y | +24.5% | +8.8% | +15.7% | +22.6% |
| 3Y | +141.2% | +42.5% | +98.7% | +127.5% |
| 5Y | +256.3% | +61.5% | +194.8% | +228.4% |
| 10Y | +813.3% | +217.6% | +595.7% | +655.1% |
| All | +8,189.7% | +1,201.8% | +6,987.8% | +4,130.6% |
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