+6.5%
ULTA vs NBIX
+14.2%
-7.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.6% |
| 7D | +9.0% | +1.0% | +8.0% | +8.8% |
| 30D | +4.6% | -3.6% | +8.2% | +5.2% |
| 3M | +22.0% | -7.0% | +29.0% | +23.1% |
| 6M | -14.7% | +16.6% | -31.3% | -17.5% |
| YTD | -6.8% | +9.7% | -16.5% | -8.9% |
| 1Y | +6.5% | +10.9% | -4.3% | +3.8% |
| All | +6.5% | +14.2% | -7.6% | +3.8% |
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