+26.7%
Q vs NBIX
+7.3%
+19.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.1% |
| 7D | +0.2% | +1.0% | -0.8% | 0.0% |
| 30D | -11.1% | -3.6% | -7.5% | -10.4% |
| 3M | -22.1% | -7.0% | -15.1% | -21.4% |
| 6M | +0.5% | +16.6% | -16.2% | -7.4% |
| YTD | +47.8% | +9.7% | +38.1% | +38.3% |
| All | +26.7% | +7.3% | +19.4% | +19.3% |
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