+223.6%
XME vs NBIX
+1,038.6%
-815.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | -2.7% | -0.2% | -2.5% | -2.7% |
| 3M | -3.9% | -4.0% | +0.1% | -3.5% |
| 6M | -1.0% | +20.6% | -21.6% | -4.9% |
| YTD | +9.8% | +10.1% | -0.3% | +7.2% |
| 1Y | +32.5% | +8.8% | +23.8% | +29.4% |
| 3Y | +124.3% | +42.5% | +81.9% | +104.1% |
| 5Y | +165.8% | +61.5% | +104.3% | +133.5% |
| 10Y | +411.8% | +217.6% | +194.2% | +269.5% |
| All | +223.6% | +1,038.6% | -815.1% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling