+559.3%
ROKU vs NBIX
+165.4%
+393.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.6% |
| 30D | +2.1% | -0.2% | +2.2% | +2.0% |
| 3M | +29.5% | -4.0% | +33.5% | +30.5% |
| 6M | +53.8% | +20.6% | +33.2% | +38.2% |
| YTD | +42.8% | +10.1% | +32.7% | +33.4% |
| 1Y | +60.7% | +8.8% | +51.9% | +50.0% |
| 3Y | +83.9% | +42.5% | +41.4% | +41.6% |
| 5Y | -52.8% | +61.5% | -114.3% | -66.3% |
| All | +559.3% | +165.4% | +393.9% | +323.5% |
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