+40.9%
VSH vs NBIX
+43.8%
-3.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.4% | +6.2% |
| 7D | +4.8% | +0.4% | +4.4% | +4.6% |
| 30D | -0.7% | -0.2% | -0.5% | -0.7% |
| 3M | -43.1% | -4.0% | -39.1% | -42.8% |
| 6M | +91.8% | +20.6% | +71.2% | +76.7% |
| YTD | +131.6% | +10.1% | +121.5% | +120.2% |
| 1Y | +118.1% | +8.8% | +109.3% | +107.4% |
| 3Y | +40.9% | +42.5% | -1.6% | +20.5% |
| All | +40.9% | +43.8% | -3.0% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling