+298.7%
TPR vs NBIX
+43.8%
+254.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | -22.6% | -0.2% | -22.5% | -22.5% |
| 3M | -18.2% | -4.0% | -14.2% | -17.6% |
| 6M | -18.0% | +20.6% | -38.6% | -21.5% |
| YTD | -6.4% | +10.1% | -16.5% | -8.9% |
| 1Y | +12.3% | +8.8% | +3.5% | +9.2% |
| 3Y | +298.7% | +42.5% | +256.2% | +264.2% |
| All | +298.7% | +43.8% | +254.8% | +264.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling