+169.4%
XLV vs NBIX
+219.9%
-50.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.6% | +0.4% | -3.9% | -3.6% |
| 30D | -1.8% | -0.2% | -1.7% | -1.8% |
| 3M | +7.8% | -4.0% | +11.8% | +8.3% |
| 6M | +9.1% | +20.6% | -11.5% | +5.4% |
| YTD | +7.7% | +10.1% | -2.4% | +5.4% |
| 1Y | +20.4% | +8.8% | +11.6% | +17.8% |
| 3Y | +30.8% | +42.5% | -11.7% | +19.6% |
| 5Y | +34.6% | +61.5% | -26.9% | +18.9% |
| All | +169.4% | +219.9% | -50.5% | +113.6% |
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