+252.8%
SPOT vs NBIX
+98.2%
+154.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -3.1% | +0.4% | -3.4% | -3.2% |
| 30D | +7.4% | -0.2% | +7.6% | +7.4% |
| 3M | +8.2% | -4.0% | +12.2% | +9.3% |
| 6M | +2.2% | +20.6% | -18.4% | -3.9% |
| YTD | -9.5% | +10.1% | -19.6% | -12.7% |
| 1Y | -23.8% | +8.8% | -32.6% | -26.7% |
| 3Y | +233.5% | +42.5% | +191.0% | +180.8% |
| 5Y | +112.2% | +61.5% | +50.7% | +67.2% |
| All | +252.8% | +98.2% | +154.6% | +161.9% |
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 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