+125.1%
QLD vs NBIX
+59.9%
+65.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.2% |
| 6M | +32.0% | +20.6% | +11.4% | +21.0% |
| YTD | +27.3% | +10.1% | +17.1% | +20.5% |
| 1Y | +37.9% | +8.8% | +29.2% | +30.7% |
| 3Y | +174.6% | +42.5% | +132.2% | +117.1% |
| All | +125.1% | +59.9% | +65.2% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling