+18.0%
Q vs NBIX
+16.6%
+1.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -3.3% | +14.1% | -17.4% | -6.0% |
| 30D | -9.7% | +15.1% | -24.8% | -12.4% |
| 3M | -16.1% | 0.0% | -16.1% | -16.1% |
| 6M | -15.7% | +23.9% | -39.5% | -23.4% |
| YTD | +45.7% | +17.1% | +28.7% | +33.9% |
| 1Y | +18.0% | +16.0% | +2.0% | +8.1% |
| All | +18.0% | +16.6% | +1.4% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling