+177.9%
ROIV vs NBIX
+14.2%
+163.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.0% |
| 7D | +0.6% | +1.0% | -0.4% | +0.3% |
| 30D | +1.0% | -3.6% | +4.6% | +2.0% |
| 3M | +18.3% | -7.0% | +25.3% | +20.5% |
| 6M | +18.3% | +16.6% | +1.7% | +12.5% |
| YTD | +61.0% | +9.7% | +51.2% | +55.0% |
| 1Y | +177.9% | +10.9% | +167.0% | +164.8% |
| All | +177.9% | +14.2% | +163.7% | +164.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling