+421.8%
PR vs NBIX
+65.8%
+355.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | -0.2% | -1.1% | +1.0% | +0.1% |
| 30D | +10.4% | -3.3% | +13.8% | +11.2% |
| 3M | +21.1% | -2.7% | +23.8% | +21.2% |
| 6M | +28.8% | +20.6% | +8.2% | +21.7% |
| YTD | +71.8% | +10.4% | +61.4% | +65.7% |
| 1Y | +73.3% | +10.8% | +62.5% | +66.1% |
| 3Y | +85.9% | +43.3% | +42.6% | +54.6% |
| 5Y | +421.8% | +61.8% | +359.9% | +289.4% |
| All | +421.8% | +65.8% | +355.9% | +289.4% |
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