+1,995.3%
USB vs NBIX
+1,295.0%
+700.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.0% |
| 7D | +2.6% | +1.7% | +0.9% | +2.4% |
| 30D | +8.4% | +23.2% | -14.8% | +5.8% |
| 3M | -5.5% | +11.0% | -16.5% | -6.8% |
| 6M | +17.7% | +3.8% | +14.0% | +16.7% |
| YTD | +17.6% | +18.0% | -0.5% | +14.6% |
| 1Y | +33.9% | +16.1% | +17.8% | +30.7% |
| 3Y | +103.8% | +51.8% | +52.0% | +91.1% |
| 5Y | +25.6% | +90.2% | -64.6% | +14.2% |
| 10Y | +84.5% | +218.4% | -133.9% | +53.0% |
| All | +1,995.3% | +1,295.0% | +700.3% | +1,051.9% |
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