+103.2%
XLP vs NBIX
+219.9%
-116.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -1.4% | +0.4% | -1.8% | -1.4% |
| 30D | -2.0% | -0.2% | -1.8% | -2.0% |
| 3M | -1.5% | -4.0% | +2.5% | -1.4% |
| 6M | -0.2% | +20.6% | -20.8% | -1.7% |
| YTD | +8.7% | +10.1% | -1.5% | +7.6% |
| 1Y | +6.3% | +8.8% | -2.5% | +5.3% |
| 3Y | +25.1% | +42.5% | -17.4% | +20.2% |
| 5Y | +32.4% | +61.5% | -29.1% | +25.3% |
| All | +103.2% | +219.9% | -116.7% | +86.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling