+106.2%
UAL vs NBIX
+219.9%
-113.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.4% | +3.2% |
| 7D | -1.4% | +0.4% | -1.8% | -1.5% |
| 30D | -12.2% | -0.2% | -12.1% | -12.3% |
| 3M | -2.5% | -4.0% | +1.5% | -1.8% |
| 6M | +21.1% | +20.6% | +0.5% | +15.0% |
| YTD | -1.8% | +10.1% | -11.9% | -4.7% |
| 1Y | +0.4% | +8.8% | -8.4% | -2.5% |
| 3Y | +130.3% | +42.5% | +87.8% | +104.0% |
| 5Y | +147.7% | +61.5% | +86.2% | +109.7% |
| All | +106.2% | +219.9% | -113.6% | +56.2% |
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 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