+812.1%
T vs NBIX
+1,201.8%
-389.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | +1.5% | +0.4% | +1.1% | +1.5% |
| 30D | +7.5% | -0.2% | +7.6% | +7.5% |
| 3M | +14.8% | -4.0% | +18.8% | +15.0% |
| 6M | -1.7% | +20.6% | -22.3% | -3.3% |
| YTD | +8.7% | +10.1% | -1.5% | +7.5% |
| 1Y | -7.5% | +8.8% | -16.3% | -8.5% |
| 3Y | +110.2% | +42.5% | +67.8% | +102.0% |
| 5Y | +71.6% | +61.5% | +10.2% | +62.5% |
| 10Y | +74.5% | +217.6% | -143.0% | +52.6% |
| All | +812.1% | +1,201.8% | -389.7% | +441.0% |
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