+79.9%
PL vs NBIX
+60.3%
+19.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -7.5% | -1.0% | -6.5% | -7.2% |
| 30D | -25.6% | -5.1% | -20.5% | -24.4% |
| 3M | -45.6% | -4.9% | -40.7% | -45.0% |
| 6M | -29.5% | +21.1% | -50.6% | -35.5% |
| YTD | -9.7% | +9.4% | -19.1% | -14.3% |
| 1Y | +84.4% | +7.9% | +76.5% | +75.2% |
| 3Y | +550.0% | +42.0% | +508.0% | +422.7% |
| 5Y | +79.0% | +63.7% | +15.3% | +34.4% |
| All | +79.9% | +60.3% | +19.6% | +34.8% |
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