+56.5%
TEL vs NBIX
+59.9%
-3.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | +1.6% | +0.4% | +1.2% | +1.5% |
| 30D | -0.7% | -0.2% | -0.5% | -0.6% |
| 3M | +2.4% | -4.0% | +6.4% | +3.0% |
| 6M | +4.1% | +20.6% | -16.5% | 0.0% |
| YTD | -5.8% | +10.1% | -16.0% | -8.2% |
| 1Y | +0.9% | +8.8% | -7.9% | -1.6% |
| 3Y | +72.6% | +42.5% | +30.1% | +54.4% |
| All | +56.5% | +59.9% | -3.4% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling