+4,921.3%
SOXL vs NBIX
+219.9%
+4,701.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.4% |
| 7D | +3.9% | +0.4% | +3.5% | +3.5% |
| 30D | -14.3% | -0.2% | -14.1% | -14.6% |
| 3M | -45.6% | -4.0% | -41.6% | -45.3% |
| 6M | +117.2% | +20.6% | +96.6% | +85.8% |
| YTD | +189.8% | +10.1% | +179.7% | +165.0% |
| 1Y | +317.7% | +8.8% | +309.0% | +288.4% |
| 3Y | +478.6% | +42.5% | +436.1% | +325.3% |
| 5Y | +169.5% | +61.5% | +108.0% | +78.0% |
| All | +4,921.3% | +219.9% | +4,701.4% | +3,076.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling