+61.6%
NBIX vs SOXQ
+258.1%
-196.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.6% |
| 7D | +0.4% | +0.8% | -0.4% | +0.2% |
| 30D | -0.2% | -4.6% | +4.4% | +0.6% |
| 3M | -4.0% | -10.2% | +6.2% | -2.9% |
| 6M | +20.6% | +49.7% | -29.1% | +8.5% |
| YTD | +10.1% | +67.2% | -57.1% | -3.3% |
| 1Y | +8.8% | +98.0% | -89.2% | -8.0% |
| 3Y | +42.5% | +237.2% | -194.7% | +6.5% |
| All | +61.6% | +258.1% | -196.6% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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