+174.6%
QLD vs NBIX
+43.8%
+130.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -1.2% | +0.4% | -1.6% | -1.4% |
| 30D | -3.0% | -0.2% | -2.8% | -3.1% |
| 3M | -2.8% | -4.0% | +1.2% | -2.3% |
| 6M | +32.0% | +20.6% | +11.4% | +22.1% |
| YTD | +27.3% | +10.1% | +17.1% | +21.2% |
| 1Y | +37.9% | +8.8% | +29.2% | +31.4% |
| 3Y | +174.6% | +42.5% | +132.2% | +136.8% |
| All | +174.6% | +43.8% | +130.8% | +136.8% |
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