+178.2%
SOUN vs NBIX
+43.8%
+134.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -7.1% | +0.4% | -7.5% | -7.3% |
| 30D | -15.4% | -0.2% | -15.2% | -15.5% |
| 3M | -10.6% | -4.0% | -6.6% | -9.7% |
| 6M | -19.6% | +20.6% | -40.2% | -29.8% |
| YTD | -37.2% | +10.1% | -47.4% | -42.3% |
| 1Y | -57.1% | +8.8% | -65.9% | -60.5% |
| 3Y | +178.2% | +42.5% | +135.7% | +105.3% |
| All | +178.2% | +43.8% | +134.4% | +105.3% |
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 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