+2.4%
XLU vs NBIX
+10.4%
-8.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.6% | +0.4% | -2.0% | -1.6% |
| 30D | -3.3% | -0.2% | -3.1% | -3.3% |
| 3M | -3.2% | -4.0% | +0.8% | -3.1% |
| 6M | -7.0% | +20.6% | -27.6% | -6.7% |
| YTD | +0.6% | +10.1% | -9.5% | +1.0% |
| 1Y | +2.4% | +8.8% | -6.4% | +3.2% |
| All | +2.4% | +10.4% | -8.0% | +3.2% |
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