+537.0%
TDG vs NBIX
+219.9%
+317.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.9% | +0.4% | -2.2% | -1.9% |
| 30D | -7.7% | -0.2% | -7.5% | -7.7% |
| 3M | -9.3% | -4.0% | -5.3% | -8.9% |
| 6M | -9.4% | +20.6% | -30.0% | -13.1% |
| YTD | -14.3% | +10.1% | -24.4% | -16.5% |
| 1Y | -11.8% | +8.8% | -20.6% | -14.1% |
| 3Y | +52.0% | +42.5% | +9.5% | +35.7% |
| 5Y | +128.8% | +61.5% | +67.3% | +96.0% |
| All | +537.0% | +219.9% | +317.1% | +391.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling