+2,056.8%
USB vs NBIX
+1,197.0%
+859.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | -0.1% |
| 7D | +1.4% | +1.0% | +0.4% | +1.3% |
| 30D | -1.3% | -3.6% | +2.3% | -0.9% |
| 3M | +15.2% | -7.0% | +22.2% | +15.9% |
| 6M | +18.8% | +16.6% | +2.2% | +16.4% |
| YTD | +21.0% | +9.7% | +11.3% | +19.2% |
| 1Y | +34.0% | +10.9% | +23.2% | +31.6% |
| 3Y | +95.3% | +40.7% | +54.6% | +85.0% |
| 5Y | +40.4% | +62.3% | -22.0% | +29.9% |
| 10Y | +107.3% | +214.8% | -107.5% | +72.2% |
| All | +2,056.8% | +1,197.0% | +859.8% | +1,097.4% |
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 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