+6,749.5%
URI vs NBIX
+1,769.5%
+4,980.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.0% |
| 7D | -0.5% | -1.1% | +0.6% | -0.3% |
| 30D | -13.4% | -3.3% | -10.0% | -12.9% |
| 3M | -6.2% | -2.7% | -3.5% | -6.1% |
| 6M | +28.0% | +20.6% | +7.4% | +22.9% |
| YTD | +23.0% | +10.4% | +12.6% | +19.6% |
| 1Y | +5.5% | +10.8% | -5.3% | +2.3% |
| 3Y | +119.2% | +43.3% | +75.9% | +98.6% |
| 5Y | +201.0% | +61.8% | +139.2% | +164.0% |
| 10Y | +1,218.9% | +218.3% | +1,000.6% | +865.0% |
| All | +6,749.5% | +1,769.5% | +4,980.0% | +2,341.2% |
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