+205.1%
NBIX vs SONY
+293.1%
-87.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.7% |
| 7D | +0.4% | -2.7% | +3.1% | +1.2% |
| 30D | -0.2% | +1.5% | -1.7% | -0.8% |
| 3M | -4.0% | +13.0% | -17.0% | -8.1% |
| 6M | +20.6% | +11.2% | +9.4% | +15.6% |
| YTD | +10.1% | -6.6% | +16.8% | +11.4% |
| 1Y | +8.8% | -18.1% | +26.9% | +14.7% |
| 3Y | +42.5% | +42.1% | +0.4% | +21.9% |
| 5Y | +61.5% | +11.0% | +50.4% | +47.1% |
| All | +205.1% | +293.1% | -87.9% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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