+43.2%
TER vs NBIX
+16.6%
+26.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.7% | -7.5% | -7.0% |
| 7D | -19.9% | +14.1% | -34.0% | -22.5% |
| 30D | -43.5% | +15.1% | -58.7% | -45.6% |
| 3M | -37.8% | 0.0% | -37.8% | -37.7% |
| 6M | -25.6% | +23.9% | -49.4% | -33.8% |
| YTD | +29.8% | +17.1% | +12.7% | +20.3% |
| 1Y | +43.2% | +16.0% | +27.2% | +33.5% |
| All | +43.2% | +16.6% | +26.5% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling