+68.3%
PL vs NBIX
+65.8%
+2.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -9.0% | -1.1% | -7.9% | -8.7% |
| 30D | -29.6% | -3.3% | -26.3% | -28.8% |
| 3M | -45.7% | -2.7% | -43.0% | -45.5% |
| 6M | -34.3% | +20.6% | -54.9% | -40.0% |
| YTD | -15.4% | +10.4% | -25.8% | -20.2% |
| 1Y | +86.1% | +10.8% | +75.2% | +74.4% |
| 3Y | +509.1% | +43.3% | +465.8% | +378.6% |
| 5Y | +68.3% | +61.8% | +6.5% | +22.4% |
| All | +68.3% | +65.8% | +2.5% | +22.4% |
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