+96.0%
USB vs NBIX
+42.9%
+53.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.1% | -1.7% | +0.6% | -0.8% |
| 30D | -3.2% | -5.9% | +2.7% | -2.3% |
| 3M | +11.8% | -6.1% | +17.9% | +12.6% |
| 6M | +21.4% | +19.4% | +2.0% | +16.4% |
| YTD | +18.6% | +9.4% | +9.2% | +15.4% |
| 1Y | +30.8% | +7.6% | +23.2% | +27.3% |
| All | +96.0% | +42.9% | +53.2% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling