+191.1%
TRI vs NBIX
+219.9%
-28.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -7.9% | +0.4% | -8.3% | -7.9% |
| 30D | -4.5% | -0.2% | -4.3% | -4.5% |
| 3M | +22.1% | -4.0% | +26.1% | +22.4% |
| 6M | -2.8% | +20.6% | -23.4% | -4.6% |
| YTD | -23.4% | +10.1% | -33.6% | -24.3% |
| 1Y | -41.5% | +8.8% | -50.3% | -42.2% |
| 3Y | -19.2% | +42.5% | -61.7% | -23.3% |
| 5Y | -9.4% | +61.5% | -70.9% | -15.5% |
| All | +191.1% | +219.9% | -28.8% | +162.0% |
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