-16.5%
SOUN vs NBIX
+68.8%
-85.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -28.5% |
| YTD | -37.2% | +10.1% | -47.4% | -41.6% |
| 1Y | -57.1% | +8.8% | -65.9% | -60.0% |
| 3Y | +178.2% | +42.5% | +135.7% | +120.0% |
| All | -16.5% | +68.8% | -85.3% | -54.8% |
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