+274.5%
UMC vs NBIX
+263.8%
+10.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +9.0% | +0.4% | +8.6% | +8.9% |
| 30D | +17.2% | -0.2% | +17.4% | +17.2% |
| 3M | +11.4% | -4.0% | +15.4% | +11.9% |
| 6M | +137.5% | +20.6% | +116.9% | +128.4% |
| YTD | +193.1% | +10.1% | +183.0% | +186.2% |
| 1Y | +240.3% | +8.8% | +231.5% | +232.4% |
| 3Y | +262.2% | +42.5% | +219.7% | +228.9% |
| 5Y | +143.1% | +61.5% | +81.6% | +112.7% |
| 10Y | +1,853.0% | +217.6% | +1,635.4% | +1,300.7% |
| All | +274.5% | +263.8% | +10.7% | +21.2% |
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