+215.2%
XLY vs NBIX
+219.9%
-4.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | -4.2% | -0.2% | -4.0% | -4.2% |
| 3M | -2.7% | -4.0% | +1.3% | -2.3% |
| 6M | -0.6% | +20.6% | -21.2% | -4.6% |
| YTD | -5.0% | +10.1% | -15.2% | -7.5% |
| 1Y | -4.1% | +8.8% | -12.9% | -6.5% |
| 3Y | +33.6% | +42.5% | -8.9% | +21.1% |
| 5Y | +28.7% | +61.5% | -32.8% | +12.5% |
| All | +215.2% | +219.9% | -4.7% | +159.6% |
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