+615.9%
SMTC vs NBIX
+43.8%
+572.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +13.1% | +0.4% | +12.7% | +12.9% |
| 30D | +19.5% | -0.2% | +19.6% | +19.6% |
| 3M | +2.2% | -4.0% | +6.2% | +2.6% |
| 6M | +94.9% | +20.6% | +74.3% | +75.3% |
| YTD | +127.0% | +10.1% | +116.8% | +112.2% |
| 1Y | +174.6% | +8.8% | +165.8% | +157.7% |
| 3Y | +615.9% | +42.5% | +573.4% | +510.7% |
| All | +615.9% | +43.8% | +572.1% | +510.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling