+49.9%
XLE vs NBIX
+16.6%
+33.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.7% | -5.5% | -4.7% |
| 7D | -7.2% | +14.1% | -21.3% | -5.9% |
| 30D | +0.1% | +15.1% | -15.0% | +1.6% |
| 3M | +9.2% | 0.0% | +9.2% | +9.4% |
| 6M | +8.4% | +23.9% | -15.5% | +11.5% |
| YTD | +44.9% | +17.1% | +27.8% | +49.2% |
| 1Y | +49.9% | +16.0% | +33.9% | +55.2% |
| All | +49.9% | +16.6% | +33.2% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling