+33.9%
USB vs NBIX
+14.6%
+19.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +0.9% |
| 7D | +2.6% | +1.7% | +0.9% | +2.5% |
| 30D | +8.4% | +23.2% | -14.8% | +7.7% |
| 3M | -5.5% | +11.0% | -16.5% | -5.8% |
| 6M | +17.7% | +3.8% | +14.0% | +17.6% |
| YTD | +17.6% | +18.0% | -0.5% | +15.3% |
| 1Y | +33.9% | +16.1% | +17.8% | +31.8% |
| All | +33.9% | +14.6% | +19.2% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling