+129.8%
PM vs NBIX
+43.8%
+86.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +4.7% | +0.4% | +4.3% | +4.7% |
| 30D | +2.6% | -0.2% | +2.8% | +2.6% |
| 3M | +6.6% | -4.0% | +10.6% | +6.6% |
| 6M | +16.5% | +20.6% | -4.1% | +15.3% |
| YTD | +21.2% | +10.1% | +11.0% | +20.4% |
| 1Y | +17.9% | +8.8% | +9.1% | +17.1% |
| 3Y | +129.8% | +42.5% | +87.3% | +116.4% |
| All | +129.8% | +43.8% | +86.0% | +116.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling