+104.7%
USO vs NBIX
+12.4%
+92.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.7% | -8.8% | -7.9% |
| 7D | -12.7% | +14.1% | -26.8% | -10.5% |
| 30D | +1.0% | +15.1% | -14.2% | +3.9% |
| 3M | +25.6% | 0.0% | +25.6% | +24.6% |
| 6M | -1.5% | +23.9% | -25.3% | +5.9% |
| YTD | +110.3% | +17.1% | +93.2% | +127.7% |
| All | +104.7% | +12.4% | +92.3% | +121.7% |
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