+7,406.0%
UNH vs NBIX
+1,201.8%
+6,204.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -4.5% | +0.4% | -4.9% | -4.6% |
| 30D | -6.5% | -0.2% | -6.4% | -6.5% |
| 3M | -6.0% | -4.0% | -2.0% | -5.7% |
| 6M | +33.7% | +20.6% | +13.1% | +30.9% |
| YTD | +16.4% | +10.1% | +6.2% | +14.9% |
| 1Y | +10.1% | +8.8% | +1.3% | +8.7% |
| 3Y | -16.3% | +42.5% | -58.8% | -20.5% |
| 5Y | +2.1% | +61.5% | -59.4% | -5.0% |
| 10Y | +233.1% | +217.6% | +15.5% | +182.6% |
| All | +7,406.0% | +1,201.8% | +6,204.2% | +4,622.2% |
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