+302.0%
ROIV vs NBIX
+70.5%
+231.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +22.3% | -1.7% | +24.0% | +22.8% |
| 30D | +16.9% | -5.9% | +22.8% | +18.7% |
| 3M | +43.9% | -6.1% | +50.0% | +46.0% |
| 6M | +41.6% | +19.4% | +22.2% | +34.4% |
| YTD | +92.7% | +9.4% | +83.3% | +86.9% |
| 1Y | +210.2% | +7.6% | +202.6% | +200.8% |
| 3Y | +231.8% | +42.0% | +189.8% | +187.3% |
| 5Y | +319.8% | +64.3% | +255.5% | +243.7% |
| All | +302.0% | +70.5% | +231.5% | +232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling