+292.5%
ROIV vs NBIX
+71.7%
+220.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +16.9% | +0.4% | +16.5% | +16.7% |
| 30D | +12.9% | -0.2% | +13.1% | +12.9% |
| 3M | +37.3% | -4.0% | +41.3% | +38.4% |
| 6M | +38.0% | +20.6% | +17.4% | +30.6% |
| YTD | +88.1% | +10.1% | +78.0% | +82.1% |
| 1Y | +183.3% | +8.8% | +174.5% | +173.9% |
| 3Y | +254.6% | +42.5% | +212.2% | +206.7% |
| 5Y | +309.8% | +61.5% | +248.4% | +235.2% |
| All | +292.5% | +71.7% | +220.8% | +224.4% |
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