+205.1%
NBIX vs SUI
+101.8%
+103.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +0.4% | -4.2% | +4.5% | +1.4% |
| 30D | -0.2% | -3.3% | +3.1% | +0.6% |
| 3M | -4.0% | -8.2% | +4.2% | -2.1% |
| 6M | +20.6% | -14.5% | +35.1% | +25.1% |
| YTD | +10.1% | -5.9% | +16.1% | +11.3% |
| 1Y | +8.8% | -9.7% | +18.5% | +11.0% |
| 3Y | +42.5% | +7.7% | +34.8% | +36.6% |
| 5Y | +61.5% | -31.9% | +93.3% | +73.4% |
| All | +205.1% | +101.8% | +103.3% | +169.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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