+1,475.9%
XLK vs NBIX
+2,374.8%
-898.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | -0.6% | -0.2% | -0.5% | -0.6% |
| 3M | +2.6% | -4.0% | +6.5% | +2.9% |
| 6M | +34.0% | +20.6% | +13.4% | +29.9% |
| YTD | +30.7% | +10.1% | +20.5% | +28.2% |
| 1Y | +39.2% | +8.8% | +30.4% | +36.6% |
| 3Y | +120.4% | +42.5% | +77.9% | +104.8% |
| 5Y | +148.8% | +61.5% | +87.3% | +124.8% |
| 10Y | +803.3% | +217.6% | +585.7% | +611.4% |
| All | +1,475.9% | +2,374.8% | -898.9% | +576.0% |
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