+0.2%
XLU vs NBIX
+8.2%
-7.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.8% |
| 7D | +0.4% | +9.1% | -8.8% | +0.5% |
| 30D | +5.2% | +9.8% | -4.6% | +5.4% |
| 3M | -0.1% | -1.1% | +1.0% | -0.2% |
| 6M | -5.3% | +18.3% | -23.6% | -4.7% |
| YTD | +3.5% | +12.6% | -9.1% | +4.2% |
| 1Y | +0.2% | +3.9% | -3.7% | +1.8% |
| All | +0.2% | +8.2% | -7.9% | +1.8% |
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