-20.9%
RMD vs NBIX
+59.9%
-80.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -4.4% | +0.4% | -4.8% | -4.5% |
| 30D | -3.1% | -0.2% | -3.0% | -3.2% |
| 3M | +13.8% | -4.0% | +17.8% | +14.2% |
| 6M | -8.6% | +20.6% | -29.2% | -12.6% |
| YTD | -8.6% | +10.1% | -18.8% | -11.2% |
| 1Y | -19.7% | +8.8% | -28.5% | -21.9% |
| 3Y | +48.4% | +42.5% | +5.9% | +29.7% |
| All | -20.9% | +59.9% | -80.9% | -36.3% |
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