+279.2%
RTX vs NBIX
+219.9%
+59.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | -11.0% | -0.2% | -10.8% | -11.0% |
| 3M | +7.7% | -4.0% | +11.7% | +8.1% |
| 6M | -3.9% | +20.6% | -24.5% | -7.2% |
| YTD | +9.0% | +10.1% | -1.2% | +6.5% |
| 1Y | +27.3% | +8.8% | +18.5% | +24.5% |
| 3Y | +172.9% | +42.5% | +130.4% | +148.7% |
| 5Y | +165.2% | +61.5% | +103.7% | +133.1% |
| All | +279.2% | +219.9% | +59.3% | +209.8% |
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 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