+558.9%
RMBS vs NBIX
+219.9%
+339.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +1.8% | +0.4% | +1.4% | +1.7% |
| 30D | -13.9% | -0.2% | -13.7% | -13.9% |
| 3M | -39.8% | -4.0% | -35.8% | -39.6% |
| 6M | -6.0% | +20.6% | -26.6% | -11.1% |
| YTD | -5.4% | +10.1% | -15.5% | -8.5% |
| 1Y | -1.8% | +8.8% | -10.6% | -4.8% |
| 3Y | +53.7% | +42.5% | +11.2% | +37.0% |
| 5Y | +268.5% | +61.5% | +207.0% | +213.9% |
| All | +558.9% | +219.9% | +339.0% | +435.6% |
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