+81.3%
USB vs NBIX
+217.1%
-135.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.1% |
| 7D | +2.6% | +1.7% | +0.9% | +2.3% |
| 30D | +8.4% | +23.2% | -14.8% | +4.6% |
| 3M | -5.5% | +11.0% | -16.5% | -7.4% |
| 6M | +17.7% | +3.8% | +14.0% | +16.2% |
| YTD | +17.6% | +18.0% | -0.5% | +13.1% |
| 1Y | +33.9% | +16.1% | +17.8% | +29.1% |
| 3Y | +103.8% | +51.8% | +52.0% | +83.7% |
| 5Y | +25.6% | +90.2% | -64.6% | +8.3% |
| All | +81.3% | +217.1% | -135.8% | +46.4% |
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