+218.5%
PWR vs NBIX
+43.8%
+174.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.2% |
| 7D | +4.2% | +0.4% | +3.8% | +4.1% |
| 30D | -4.0% | -0.2% | -3.9% | -4.0% |
| 3M | -4.8% | -4.0% | -0.8% | -4.4% |
| 6M | +14.6% | +20.6% | -6.0% | +10.2% |
| YTD | +54.2% | +10.1% | +44.1% | +50.5% |
| 1Y | +67.1% | +8.8% | +58.3% | +63.2% |
| 3Y | +218.5% | +42.5% | +176.0% | +181.9% |
| All | +218.5% | +43.8% | +174.6% | +181.9% |
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