+3.7%
U vs NBIX
+14.2%
-10.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | -3.8% | +1.0% | -4.8% | -4.2% |
| 30D | +17.5% | -3.6% | +21.1% | +18.8% |
| 3M | +38.7% | -7.0% | +45.7% | +42.4% |
| 6M | +104.4% | +16.6% | +87.8% | +88.5% |
| YTD | -5.7% | +9.7% | -15.4% | -9.1% |
| 1Y | +3.7% | +10.9% | -7.2% | -4.1% |
| All | +3.7% | +14.2% | -10.5% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling