+4,494.7%
TECH vs NBIX
+1,204.8%
+3,289.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | -0.5% | -1.1% | +0.6% | -0.3% |
| 30D | 0.0% | -3.3% | +3.3% | +0.5% |
| 3M | +37.4% | -2.7% | +40.1% | +37.6% |
| 6M | +36.9% | +20.6% | +16.3% | +32.3% |
| YTD | +23.1% | +10.4% | +12.7% | +20.4% |
| 1Y | +42.2% | +10.8% | +31.4% | +38.9% |
| 3Y | +1.9% | +43.3% | -41.3% | -5.0% |
| 5Y | -42.9% | +61.8% | -104.8% | -48.1% |
| 10Y | +188.2% | +218.3% | -30.1% | +128.0% |
| All | +4,494.7% | +1,204.8% | +3,289.9% | +1,877.4% |
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 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