+41.5%
NBIX vs SUI
+10.9%
+30.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.2% |
| 7D | -1.7% | -4.3% | +2.6% | -1.0% |
| 30D | -5.9% | -2.1% | -3.8% | -5.6% |
| 3M | -6.1% | -6.1% | 0.0% | -5.3% |
| 6M | +19.4% | -12.8% | +32.2% | +22.0% |
| YTD | +9.4% | -4.6% | +14.0% | +9.8% |
| 1Y | +7.6% | -7.7% | +15.3% | +8.6% |
| All | +41.5% | +10.9% | +30.6% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling