-37.2%
TRMB vs NBIX
+59.9%
-97.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +15.3% | -4.0% | +19.3% | +16.0% |
| 6M | -14.7% | +20.6% | -35.3% | -18.6% |
| YTD | -26.4% | +10.1% | -36.6% | -28.6% |
| 1Y | -30.4% | +8.8% | -39.2% | -32.4% |
| 3Y | +13.5% | +42.5% | -29.0% | -0.9% |
| All | -37.2% | +59.9% | -97.1% | -51.2% |
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 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