+2,939.4%
TRV vs NBIX
+1,201.8%
+1,737.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +1.9% | +0.4% | +1.6% | +1.9% |
| 30D | +1.7% | -0.2% | +1.9% | +1.7% |
| 3M | +23.9% | -4.0% | +27.9% | +24.2% |
| 6M | +26.3% | +20.6% | +5.7% | +23.8% |
| YTD | +30.8% | +10.1% | +20.7% | +29.2% |
| 1Y | +36.3% | +8.8% | +27.5% | +34.6% |
| 3Y | +145.0% | +42.5% | +102.5% | +133.7% |
| 5Y | +163.9% | +61.5% | +102.4% | +147.1% |
| 10Y | +305.8% | +217.6% | +88.2% | +247.0% |
| All | +2,939.4% | +1,201.8% | +1,737.6% | +1,613.2% |
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 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