+1,045.4%
XEL vs NBIX
+1,201.8%
-156.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | -3.9% | -0.2% | -3.8% | -3.9% |
| 3M | -2.8% | -4.0% | +1.2% | -2.7% |
| 6M | -5.4% | +20.6% | -26.0% | -6.5% |
| YTD | +3.8% | +10.1% | -6.4% | +3.0% |
| 1Y | +6.8% | +8.8% | -2.0% | +6.0% |
| 3Y | +45.6% | +42.5% | +3.1% | +41.6% |
| 5Y | +30.7% | +61.5% | -30.8% | +25.7% |
| 10Y | +151.7% | +217.6% | -65.9% | +128.4% |
| All | +1,045.4% | +1,201.8% | -156.5% | +719.3% |
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 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