+61.6%
NBIX vs SONY
+9.6%
+51.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.6% |
| 7D | +0.4% | -2.7% | +3.1% | +1.0% |
| 30D | -0.2% | +1.5% | -1.7% | -0.6% |
| 3M | -4.0% | +13.0% | -17.0% | -7.0% |
| 6M | +20.6% | +11.2% | +9.4% | +16.9% |
| YTD | +10.1% | -6.6% | +16.8% | +11.2% |
| 1Y | +8.8% | -18.1% | +26.9% | +13.3% |
| 3Y | +42.5% | +42.1% | +0.4% | +28.5% |
| All | +61.6% | +9.6% | +51.9% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling