+1,537.1%
SOXX vs NBIX
+219.9%
+1,317.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | -3.6% | -0.2% | -3.4% | -3.6% |
| 3M | -10.2% | -4.0% | -6.2% | -9.7% |
| 6M | +54.2% | +20.6% | +33.6% | +46.2% |
| YTD | +75.2% | +10.1% | +65.1% | +69.5% |
| 1Y | +107.5% | +8.8% | +98.7% | +101.1% |
| 3Y | +226.8% | +42.5% | +184.3% | +188.5% |
| 5Y | +251.2% | +61.5% | +189.7% | +195.2% |
| All | +1,537.1% | +219.9% | +1,317.2% | +1,174.7% |
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