+14.1%
PHM vs NBIX
+8.2%
+5.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | -0.3% |
| 7D | +8.7% | +9.1% | -0.5% | +7.9% |
| 30D | +16.4% | +9.8% | +6.6% | +15.4% |
| 3M | +1.8% | -1.1% | +2.9% | +2.3% |
| 6M | +15.1% | +18.3% | -3.2% | +12.5% |
| YTD | +16.0% | +12.6% | +3.4% | +14.0% |
| 1Y | +14.1% | +3.9% | +10.2% | +15.9% |
| All | +14.1% | +8.2% | +5.9% | +15.9% |
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