+9.1%
XLF vs NBIX
+14.2%
-5.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.6% |
| 7D | 0.0% | +1.0% | -1.0% | -0.1% |
| 30D | +0.2% | -3.6% | +3.8% | +0.5% |
| 3M | +11.7% | -7.0% | +18.7% | +12.3% |
| 6M | +13.8% | +16.6% | -2.8% | +10.9% |
| YTD | +7.0% | +9.7% | -2.7% | +5.0% |
| 1Y | +9.1% | +10.9% | -1.7% | +6.5% |
| All | +9.1% | +14.2% | -5.0% | +6.5% |
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