+7.2%
VNQ vs NBIX
+59.9%
-52.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -1.3% | +0.4% | -1.6% | -1.3% |
| 30D | -2.6% | -0.2% | -2.4% | -2.6% |
| 3M | -2.0% | -4.0% | +2.0% | -1.7% |
| 6M | +4.3% | +20.6% | -16.3% | +0.9% |
| YTD | +9.2% | +10.1% | -0.9% | +6.9% |
| 1Y | +5.6% | +8.8% | -3.2% | +3.4% |
| 3Y | +30.8% | +42.5% | -11.6% | +17.9% |
| All | +7.2% | +59.9% | -52.7% | -10.2% |
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