+333.1%
RCL vs NBIX
+219.9%
+113.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | -1.9% | +0.4% | -2.3% | -2.0% |
| 30D | -15.5% | -0.2% | -15.4% | -15.5% |
| 3M | -9.7% | -4.0% | -5.7% | -9.0% |
| 6M | -8.7% | +20.6% | -29.3% | -14.2% |
| YTD | -5.8% | +10.1% | -15.9% | -9.2% |
| 1Y | -24.5% | +8.8% | -33.2% | -27.2% |
| 3Y | +173.9% | +42.5% | +131.4% | +135.5% |
| 5Y | +228.0% | +61.5% | +166.5% | +165.8% |
| All | +333.1% | +219.9% | +113.2% | +228.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling