+378.1%
PSX vs NBIX
+219.9%
+158.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | +15.6% | -0.2% | +15.8% | +15.6% |
| 3M | +46.5% | -4.0% | +50.4% | +47.1% |
| 6M | +55.0% | +20.6% | +34.4% | +48.3% |
| YTD | +105.3% | +10.1% | +95.1% | +99.5% |
| 1Y | +101.6% | +8.8% | +92.8% | +95.8% |
| 3Y | +134.1% | +42.5% | +91.7% | +108.9% |
| 5Y | +368.7% | +61.5% | +307.2% | +300.3% |
| All | +378.1% | +219.9% | +158.2% | +285.5% |
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