+43.4%
SMH vs NBIX
+16.6%
+26.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.5% | -2.9% |
| 7D | -11.2% | +14.1% | -25.3% | -13.4% |
| 30D | -20.4% | +15.1% | -35.6% | -22.6% |
| 3M | -12.4% | 0.0% | -12.4% | -12.3% |
| 6M | -0.5% | +23.9% | -24.4% | -8.1% |
| YTD | +40.0% | +17.1% | +22.9% | +31.4% |
| 1Y | +43.4% | +16.0% | +27.4% | +35.3% |
| All | +43.4% | +16.6% | +26.7% | +35.3% |
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