+50.7%
VIK vs NBIX
+8.2%
+42.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.8% | -1.7% | -4.5% |
| 7D | -3.8% | +9.1% | -12.9% | -6.0% |
| 30D | +5.5% | +9.8% | -4.3% | +2.9% |
| 3M | -20.4% | -1.1% | -19.3% | -20.0% |
| 6M | +5.4% | +18.3% | -12.8% | -4.0% |
| YTD | +20.7% | +12.6% | +8.0% | +10.2% |
| 1Y | +50.7% | +3.9% | +46.8% | +38.9% |
| All | +50.7% | +8.2% | +42.5% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling