+74.7%
UBER vs NBIX
+100.2%
-25.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | -4.1% | +1.0% | -5.1% | -4.5% |
| 30D | -4.4% | +2.9% | -7.3% | -5.5% |
| 3M | +5.5% | -1.6% | +7.1% | +5.7% |
| 6M | -1.0% | +21.1% | -22.1% | -8.9% |
| YTD | -11.1% | +10.9% | -22.0% | -15.7% |
| 1Y | -24.3% | +10.8% | -35.1% | -28.7% |
| 3Y | +50.3% | +38.2% | +12.1% | +18.0% |
| 5Y | +86.2% | +66.2% | +20.0% | +27.7% |
| All | +74.7% | +100.2% | -25.4% | -8.7% |
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