+46.8%
XYZ vs NBIX
+43.8%
+3.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 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% | +15.6% |
| 6M | +22.6% | +20.6% | +2.0% | +14.3% |
| YTD | +21.7% | +10.1% | +11.5% | +16.7% |
| 1Y | +6.7% | +8.8% | -2.1% | +2.5% |
| 3Y | +46.8% | +42.5% | +4.4% | +20.7% |
| All | +46.8% | +43.8% | +3.0% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling