+66.2%
PL vs NBIX
+61.5%
+4.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -9.2% | +0.4% | -9.6% | -9.3% |
| 30D | -32.9% | -0.2% | -32.7% | -32.9% |
| 3M | -51.9% | -4.0% | -47.9% | -51.5% |
| 6M | -35.3% | +20.6% | -55.9% | -40.7% |
| YTD | -16.6% | +10.1% | -26.7% | -21.1% |
| 1Y | +70.1% | +8.8% | +61.3% | +61.2% |
| 3Y | +479.2% | +42.5% | +436.7% | +365.2% |
| 5Y | +65.9% | +61.5% | +4.4% | +24.2% |
| All | +66.2% | +61.5% | +4.7% | +24.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling