+11,049.3%
SMTC vs NBIX
+1,201.8%
+9,847.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.1% |
| 7D | +13.1% | +0.4% | +12.7% | +13.0% |
| 30D | +19.5% | -0.2% | +19.6% | +19.5% |
| 3M | +2.2% | -4.0% | +6.2% | +2.7% |
| 6M | +94.9% | +20.6% | +74.3% | +86.7% |
| YTD | +127.0% | +10.1% | +116.8% | +121.1% |
| 1Y | +174.6% | +8.8% | +165.8% | +168.0% |
| 3Y | +615.9% | +42.5% | +573.4% | +559.3% |
| 5Y | +125.6% | +61.5% | +64.1% | +100.1% |
| 10Y | +540.5% | +217.6% | +322.9% | +377.1% |
| All | +11,049.3% | +1,201.8% | +9,847.5% | +2,867.9% |
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