+213.1%
USO vs NBIX
+59.9%
+153.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +20.2% |
| 6M | +43.4% | +20.6% | +22.8% | +41.9% |
| YTD | +124.0% | +10.1% | +113.8% | +122.9% |
| 1Y | +112.2% | +8.8% | +103.4% | +111.1% |
| 3Y | +97.7% | +42.5% | +55.2% | +88.8% |
| All | +213.1% | +59.9% | +153.1% | +196.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling