+105.9%
USB vs NBIX
+220.6%
-114.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | -1.8% | -1.1% | -0.6% | -1.6% |
| 30D | -2.9% | -3.3% | +0.4% | -2.4% |
| 3M | +10.8% | -2.7% | +13.5% | +10.9% |
| 6M | +22.4% | +20.6% | +1.8% | +17.9% |
| YTD | +19.2% | +10.4% | +8.8% | +16.3% |
| 1Y | +31.9% | +10.8% | +21.1% | +28.3% |
| 3Y | +97.5% | +43.3% | +54.2% | +80.1% |
| 5Y | +40.0% | +61.8% | -21.9% | +24.0% |
| All | +105.9% | +220.6% | -114.7% | +66.6% |
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