+4,282.7%
UNP vs NBIX
+1,201.8%
+3,080.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.7% |
| 6M | +14.4% | +20.6% | -6.2% | +11.9% |
| YTD | +24.8% | +10.1% | +14.7% | +23.1% |
| 1Y | +34.4% | +8.8% | +25.6% | +32.5% |
| 3Y | +43.6% | +42.5% | +1.1% | +36.3% |
| 5Y | +53.2% | +61.5% | -8.3% | +42.5% |
| 10Y | +282.1% | +217.6% | +64.5% | +222.4% |
| All | +4,282.7% | +1,201.8% | +3,080.9% | +2,405.2% |
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