-53.1%
Z vs NBIX
+89.6%
-142.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.8% |
| 7D | +0.8% | +1.7% | -0.8% | +0.4% |
| 30D | +5.2% | +23.2% | -18.0% | -1.4% |
| 3M | -17.0% | +11.0% | -28.0% | -19.9% |
| 6M | -22.7% | +3.8% | -26.4% | -24.3% |
| YTD | -56.3% | +18.0% | -74.3% | -59.3% |
| 1Y | -57.7% | +16.1% | -73.8% | -60.4% |
| 3Y | -16.5% | +51.8% | -68.4% | -34.4% |
| All | -53.1% | +89.6% | -142.7% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling