-37.1%
Z vs NBIX
+42.9%
-79.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.1% | -1.7% | -5.4% | -6.7% |
| 30D | -4.8% | -5.9% | +1.2% | -3.5% |
| 3M | -9.3% | -6.1% | -3.2% | -8.4% |
| 6M | -29.0% | +19.4% | -48.4% | -32.6% |
| YTD | -52.9% | +9.4% | -62.3% | -54.4% |
| 1Y | -63.1% | +7.6% | -70.7% | -64.3% |
| All | -37.1% | +42.9% | -79.9% | -46.0% |
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