-2.2%
SCHW vs NBIX
+18.2%
-20.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.4% |
| 7D | -0.6% | +5.0% | -5.7% | -0.8% |
| 30D | -4.4% | +23.4% | -27.8% | -5.2% |
| 3M | -13.6% | +7.7% | -21.3% | -13.9% |
| 6M | +5.9% | +15.8% | -9.9% | +4.3% |
| YTD | -6.2% | +23.0% | -29.2% | -8.5% |
| 1Y | -2.2% | +18.4% | -20.7% | -4.8% |
| All | -2.2% | +18.2% | -20.5% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling