+75.5%
UMC vs NBIX
+8.2%
+67.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -3.8% | -12.9% | -15.9% |
| 7D | -25.8% | +9.1% | -35.0% | -26.6% |
| 30D | -42.3% | +9.8% | -52.1% | -43.0% |
| 3M | -30.6% | -1.1% | -29.6% | -30.0% |
| 6M | -2.8% | +18.3% | -21.1% | -8.9% |
| YTD | +73.2% | +12.6% | +60.6% | +62.0% |
| 1Y | +75.5% | +3.9% | +71.5% | +64.1% |
| All | +75.5% | +8.2% | +67.3% | +64.1% |
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