+1,817.6%
SMH vs NBIX
+219.9%
+1,597.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | -2.8% | -0.2% | -2.6% | -2.8% |
| 3M | -6.7% | -4.0% | -2.7% | -6.3% |
| 6M | +41.8% | +20.6% | +21.2% | +34.6% |
| YTD | +57.9% | +10.1% | +47.7% | +52.9% |
| 1Y | +87.6% | +8.8% | +78.9% | +81.9% |
| 3Y | +282.9% | +42.5% | +240.5% | +238.5% |
| 5Y | +330.4% | +61.5% | +268.9% | +262.2% |
| All | +1,817.6% | +219.9% | +1,597.7% | +1,393.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling