+1,141.0%
NBIX vs SUI
+2,500.2%
-1,359.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.4% |
| 7D | -1.0% | -3.1% | +2.1% | +0.6% |
| 30D | -5.1% | -2.3% | -2.8% | -4.1% |
| 3M | -4.9% | -2.8% | -2.1% | -3.9% |
| 6M | +21.1% | -12.4% | +33.4% | +28.7% |
| YTD | +9.4% | -3.3% | +12.7% | +10.1% |
| 1Y | +7.9% | -5.8% | +13.7% | +9.9% |
| 3Y | +42.0% | +12.5% | +29.5% | +26.6% |
| 5Y | +63.7% | -32.9% | +96.6% | +86.4% |
| 10Y | +207.2% | +104.4% | +102.8% | +63.1% |
| All | +1,141.0% | +2,500.2% | -1,359.2% | +33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling