+906.3%
XBI vs NBIX
+163.5%
+742.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -2.0% | -0.2% | -1.8% | -2.0% |
| 3M | +17.8% | -4.0% | +21.8% | +18.8% |
| 6M | +23.7% | +20.6% | +3.1% | +17.8% |
| YTD | +28.2% | +10.1% | +18.1% | +24.8% |
| 1Y | +64.0% | +8.8% | +55.2% | +59.6% |
| 3Y | +99.4% | +42.5% | +56.9% | +78.4% |
| 5Y | +19.3% | +61.5% | -42.1% | +3.3% |
| 10Y | +158.7% | +217.6% | -58.9% | +87.4% |
| All | +906.3% | +163.5% | +742.8% | +361.2% |
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 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