+99.5%
SHOP vs NBIX
+43.8%
+55.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -11.2% | +0.4% | -11.6% | -11.3% |
| 30D | -14.4% | -0.2% | -14.2% | -14.5% |
| 3M | +16.6% | -4.0% | +20.6% | +17.4% |
| 6M | -0.6% | +20.6% | -21.2% | -7.3% |
| YTD | -20.0% | +10.1% | -30.1% | -23.4% |
| 1Y | -11.2% | +8.8% | -20.0% | -15.0% |
| 3Y | +99.5% | +42.5% | +57.0% | +65.9% |
| All | +99.5% | +43.8% | +55.6% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling