+1,256.8%
SMH vs NBIX
+550.9%
+705.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +36.4% |
| YTD | +57.9% | +10.1% | +47.7% | +54.2% |
| 1Y | +87.6% | +8.8% | +78.9% | +83.4% |
| 3Y | +282.9% | +42.5% | +240.5% | +250.5% |
| 5Y | +330.4% | +61.5% | +268.9% | +280.5% |
| 10Y | +1,857.0% | +217.6% | +1,639.4% | +1,362.0% |
| All | +1,256.8% | +550.9% | +705.9% | +405.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling