+71.3%
V vs NBIX
+59.9%
+11.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | +3.1% | -0.2% | +3.2% | +3.1% |
| 3M | +16.3% | -4.0% | +20.3% | +16.7% |
| 6M | +20.4% | +20.6% | -0.2% | +15.4% |
| YTD | +6.3% | +10.1% | -3.9% | +3.5% |
| 1Y | +8.7% | +8.8% | -0.1% | +5.8% |
| 3Y | +53.3% | +42.5% | +10.8% | +34.7% |
| All | +71.3% | +59.9% | +11.3% | +39.3% |
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