+2,863.0%
V vs NBIX
+2,899.4%
-36.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.2% |
| 7D | -3.0% | -1.1% | -1.9% | -2.9% |
| 30D | +1.2% | -3.3% | +4.5% | +1.7% |
| 3M | +13.9% | -2.7% | +16.6% | +14.1% |
| 6M | +17.2% | +20.6% | -3.3% | +13.3% |
| YTD | +5.3% | +10.4% | -5.1% | +3.1% |
| 1Y | +9.5% | +10.8% | -1.4% | +6.8% |
| 3Y | +51.9% | +43.3% | +8.6% | +39.8% |
| 5Y | +69.6% | +61.8% | +7.7% | +51.6% |
| 10Y | +384.5% | +218.3% | +166.2% | +275.8% |
| All | +2,863.0% | +2,899.4% | -36.4% | +1,066.4% |
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