-9.3%
UL vs NBIX
+14.2%
-23.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.1% |
| 7D | -1.3% | +1.0% | -2.4% | -1.4% |
| 30D | +0.5% | -3.6% | +4.1% | +0.8% |
| 3M | +17.6% | -7.0% | +24.6% | +18.7% |
| 6M | -5.4% | +16.6% | -22.0% | -5.9% |
| YTD | +0.7% | +9.7% | -9.0% | +0.3% |
| 1Y | -9.3% | +10.9% | -20.1% | -9.7% |
| All | -9.3% | +14.2% | -23.4% | -9.7% |
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 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