+82.0%
USO vs NBIX
+219.9%
-137.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +9.1% | +0.4% | +8.7% | +9.1% |
| 30D | +21.7% | -0.2% | +21.9% | +21.7% |
| 3M | +20.2% | -4.0% | +24.2% | +20.4% |
| 6M | +43.4% | +20.6% | +22.8% | +39.7% |
| YTD | +124.0% | +10.1% | +113.8% | +120.2% |
| 1Y | +112.2% | +8.8% | +103.4% | +108.6% |
| 3Y | +97.7% | +42.5% | +55.2% | +84.2% |
| 5Y | +217.4% | +61.5% | +155.9% | +187.3% |
| All | +82.0% | +219.9% | -137.9% | +50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling