+618.1%
VZ vs NBIX
+1,192.8%
-574.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -1.0% | -1.7% | +0.7% | -0.9% |
| 30D | +5.8% | -5.9% | +11.7% | +6.1% |
| 3M | +10.5% | -6.1% | +16.6% | +10.8% |
| 6M | +1.8% | +19.4% | -17.6% | +0.4% |
| YTD | +28.3% | +9.4% | +18.9% | +27.1% |
| 1Y | +22.0% | +7.6% | +14.4% | +20.9% |
| 3Y | +81.8% | +42.0% | +39.9% | +75.7% |
| 5Y | +25.3% | +64.3% | -38.9% | +19.4% |
| 10Y | +64.4% | +215.4% | -151.0% | +45.8% |
| All | +618.1% | +1,192.8% | -574.7% | +375.8% |
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