+49.6%
XOM vs NBIX
+8.2%
+41.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.4% | -2.7% |
| 7D | -9.8% | +9.1% | -19.0% | -9.0% |
| 30D | +0.5% | +9.8% | -9.3% | +1.5% |
| 3M | +9.7% | -1.1% | +10.8% | +9.8% |
| 6M | +8.1% | +18.3% | -10.1% | +11.8% |
| YTD | +40.1% | +12.6% | +27.5% | +44.8% |
| 1Y | +49.6% | +3.9% | +45.7% | +53.8% |
| All | +49.6% | +8.2% | +41.5% | +53.8% |
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