+7,661.7%
SBUX vs NBIX
+1,201.8%
+6,459.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -5.5% | +0.4% | -5.9% | -5.5% |
| 30D | -8.5% | -0.2% | -8.3% | -8.5% |
| 3M | -2.9% | -4.0% | +1.1% | -2.6% |
| 6M | -1.5% | +20.6% | -22.1% | -4.1% |
| YTD | +19.4% | +10.1% | +9.2% | +17.4% |
| 1Y | +22.9% | +8.8% | +14.2% | +20.9% |
| 3Y | +11.3% | +42.5% | -31.2% | +4.3% |
| 5Y | -6.9% | +61.5% | -68.3% | -14.7% |
| 10Y | +125.4% | +217.6% | -92.2% | +81.6% |
| All | +7,661.7% | +1,201.8% | +6,459.8% | +3,544.4% |
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 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