+165.8%
XHB vs NBIX
+163.5%
+2.3%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -9.1% | -0.2% | -9.0% | -9.1% |
| 3M | -8.6% | -4.0% | -4.6% | -8.2% |
| 6M | -4.0% | +20.6% | -24.6% | -7.5% |
| YTD | -3.9% | +10.1% | -14.1% | -6.2% |
| 1Y | -16.5% | +8.8% | -25.3% | -18.4% |
| 3Y | +22.6% | +42.5% | -19.9% | +12.1% |
| 5Y | +33.9% | +61.5% | -27.5% | +18.5% |
| 10Y | +213.0% | +217.6% | -4.6% | +132.3% |
| All | +165.8% | +163.5% | +2.3% | +4.3% |
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