+338.0%
RF vs NBIX
+219.9%
+118.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.0% | +0.4% | -1.3% | -1.0% |
| 30D | -3.7% | -0.2% | -3.5% | -3.7% |
| 3M | +5.3% | -4.0% | +9.3% | +5.8% |
| 6M | +17.2% | +20.6% | -3.4% | +11.5% |
| YTD | +14.5% | +10.1% | +4.3% | +10.9% |
| 1Y | +15.9% | +8.8% | +7.1% | +12.2% |
| 3Y | +91.2% | +42.5% | +48.7% | +68.7% |
| 5Y | +90.0% | +61.5% | +28.5% | +60.5% |
| All | +338.0% | +219.9% | +118.1% | +226.4% |
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