+505.0%
XYZ vs NBIX
+177.1%
+327.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -5.2% | -1.1% | -4.0% | -4.8% |
| 30D | 0.0% | -3.3% | +3.3% | +1.1% |
| 3M | +18.7% | -2.7% | +21.3% | +19.2% |
| 6M | +20.5% | +20.6% | 0.0% | +11.0% |
| YTD | +21.5% | +10.4% | +11.1% | +15.5% |
| 1Y | +7.2% | +10.8% | -3.6% | +1.5% |
| 3Y | +49.0% | +43.3% | +5.7% | +22.2% |
| 5Y | -68.1% | +61.8% | -130.0% | -75.2% |
| 10Y | +601.6% | +218.3% | +383.3% | +380.1% |
| All | +505.0% | +177.1% | +327.9% | +313.6% |
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 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