+205.1%
NBIX vs SSNC
+173.6%
+31.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.8% |
| 7D | +0.4% | -4.0% | +4.4% | +1.8% |
| 30D | -0.2% | +0.5% | -0.7% | -0.5% |
| 3M | -4.0% | +18.9% | -22.9% | -10.2% |
| 6M | +20.6% | +10.8% | +9.8% | +15.4% |
| YTD | +10.1% | -7.1% | +17.3% | +11.8% |
| 1Y | +8.8% | -9.6% | +18.4% | +11.4% |
| 3Y | +42.5% | +51.1% | -8.6% | +18.4% |
| 5Y | +61.5% | +19.7% | +41.8% | +43.9% |
| All | +205.1% | +173.6% | +31.5% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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