+235.9%
UAL vs NBIX
+164.1%
+71.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -2.0% | -1.1% | -0.9% | -1.8% |
| 30D | -15.7% | -3.3% | -12.4% | -15.1% |
| 3M | +3.6% | -2.7% | +6.3% | +4.0% |
| 6M | +16.9% | +20.6% | -3.7% | +11.8% |
| YTD | -4.8% | +10.4% | -15.2% | -7.3% |
| 1Y | -0.9% | +10.8% | -11.8% | -3.8% |
| 3Y | +124.5% | +43.3% | +81.2% | +102.4% |
| 5Y | +140.2% | +61.8% | +78.3% | +108.0% |
| 10Y | +103.0% | +218.3% | -115.3% | +41.3% |
| All | +235.9% | +164.1% | +71.8% | +1.3% |
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