+64.9%
VZ vs NBIX
+219.9%
-155.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +0.9% | +0.4% | +0.6% | +0.9% |
| 30D | +7.7% | -0.2% | +7.9% | +7.7% |
| 3M | +9.7% | -4.0% | +13.6% | +9.7% |
| 6M | +3.1% | +20.6% | -17.5% | +2.1% |
| YTD | +30.5% | +10.1% | +20.4% | +29.7% |
| 1Y | +22.5% | +8.8% | +13.7% | +21.7% |
| 3Y | +82.4% | +42.5% | +39.9% | +77.5% |
| 5Y | +28.0% | +61.5% | -33.5% | +23.6% |
| All | +64.9% | +219.9% | -155.0% | +58.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling