-28.2%
SOFI vs NBIX
+14.2%
-42.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.2% |
| 7D | +0.9% | +1.0% | -0.1% | +0.7% |
| 30D | -0.2% | -3.6% | +3.5% | +0.6% |
| 3M | +6.2% | -7.0% | +13.2% | +8.0% |
| 6M | -2.6% | +16.6% | -19.2% | -6.1% |
| YTD | -30.4% | +9.7% | -40.1% | -31.8% |
| 1Y | -28.2% | +10.9% | -39.1% | -31.5% |
| All | -28.2% | +14.2% | -42.4% | -31.5% |
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