-2.7%
SMCI vs NBIX
+14.2%
-16.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.3% | +5.0% |
| 7D | +6.8% | +1.0% | +5.7% | +6.4% |
| 30D | +30.6% | -3.6% | +34.2% | +31.7% |
| 3M | -15.6% | -7.0% | -8.6% | -15.1% |
| 6M | +21.3% | +16.6% | +4.6% | +9.0% |
| YTD | +35.3% | +9.7% | +25.5% | +22.3% |
| 1Y | -2.7% | +10.9% | -13.6% | -11.5% |
| All | -2.7% | +14.2% | -16.9% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 1y: compounded portfolio wealth divided by compounded NBIX 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…
1y analysis · Full analysis span regression · 6 months rolling