+1,297.8%
TRMB vs NBIX
+1,201.8%
+96.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.9% |
| 6M | -14.7% | +20.6% | -35.3% | -17.8% |
| YTD | -26.4% | +10.1% | -36.6% | -28.2% |
| 1Y | -30.4% | +8.8% | -39.2% | -32.0% |
| 3Y | +13.5% | +42.5% | -29.0% | +4.4% |
| 5Y | -38.6% | +61.5% | -100.1% | -45.3% |
| 10Y | +121.8% | +217.6% | -95.8% | +69.2% |
| All | +1,297.8% | +1,201.8% | +96.0% | +371.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling