+169.7%
VEA vs NBIX
+1,289.9%
-1,120.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -1.5% | +0.4% | -1.8% | -1.5% |
| 30D | -0.8% | -0.2% | -0.7% | -0.8% |
| 3M | +2.5% | -4.0% | +6.5% | +2.8% |
| 6M | +11.1% | +20.6% | -9.5% | +7.9% |
| YTD | +17.2% | +10.1% | +7.0% | +15.0% |
| 1Y | +24.5% | +8.8% | +15.7% | +22.2% |
| 3Y | +75.4% | +42.5% | +32.9% | +63.1% |
| 5Y | +61.1% | +61.5% | -0.4% | +45.4% |
| 10Y | +163.1% | +217.6% | -54.5% | +104.6% |
| All | +169.7% | +1,289.9% | -1,120.1% | +9.9% |
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