+277.6%
UNP vs NBIX
+219.9%
+57.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -1.8% | +0.4% | -2.2% | -1.8% |
| 30D | -2.7% | -0.2% | -2.6% | -2.7% |
| 3M | +6.5% | -4.0% | +10.5% | +6.8% |
| 6M | +14.4% | +20.6% | -6.2% | +11.0% |
| YTD | +24.8% | +10.1% | +14.7% | +22.4% |
| 1Y | +34.4% | +8.8% | +25.6% | +31.8% |
| 3Y | +43.6% | +42.5% | +1.1% | +32.9% |
| 5Y | +53.2% | +61.5% | -8.3% | +37.6% |
| All | +277.6% | +219.9% | +57.8% | +223.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling