+599.1%
XYZ vs NBIX
+219.9%
+379.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -4.3% | +0.4% | -4.7% | -4.4% |
| 30D | +1.2% | -0.2% | +1.4% | +1.1% |
| 3M | +14.6% | -4.0% | +18.6% | +15.9% |
| 6M | +22.6% | +20.6% | +2.0% | +11.9% |
| YTD | +21.7% | +10.1% | +11.5% | +15.2% |
| 1Y | +6.7% | +8.8% | -2.1% | +1.2% |
| 3Y | +46.8% | +42.5% | +4.4% | +17.8% |
| 5Y | -68.0% | +61.5% | -129.5% | -75.9% |
| All | +599.1% | +219.9% | +379.3% | +377.8% |
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 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