+19.9%
XBI vs NBIX
+59.9%
-40.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | +0.4% | -5.0% | -4.8% |
| 30D | -2.0% | -0.2% | -1.8% | -1.9% |
| 3M | +17.8% | -4.0% | +21.8% | +19.4% |
| 6M | +23.7% | +20.6% | +3.1% | +13.2% |
| YTD | +28.2% | +10.1% | +18.1% | +21.7% |
| 1Y | +64.0% | +8.8% | +55.2% | +55.5% |
| 3Y | +99.4% | +42.5% | +56.9% | +52.9% |
| All | +19.9% | +59.9% | -40.0% | -24.8% |
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 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