+124.8%
TROW vs NBIX
+219.9%
-95.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | -4.6% | -0.2% | -4.4% | -4.6% |
| 3M | -0.7% | -4.0% | +3.3% | +0.1% |
| 6M | +22.2% | +20.6% | +1.6% | +17.2% |
| YTD | +6.6% | +10.1% | -3.5% | +3.9% |
| 1Y | +5.8% | +8.8% | -3.0% | +3.1% |
| 3Y | +11.6% | +42.5% | -30.9% | +0.1% |
| 5Y | -38.9% | +61.5% | -100.4% | -47.3% |
| All | +124.8% | +219.9% | -95.0% | +75.1% |
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