+566.9%
SPMO vs NBIX
+236.5%
+330.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | -1.4% | -4.0% | +2.6% | -1.0% |
| 6M | +25.5% | +20.6% | +4.9% | +21.5% |
| YTD | +24.8% | +10.1% | +14.7% | +22.4% |
| 1Y | +24.5% | +8.8% | +15.7% | +22.0% |
| 3Y | +157.1% | +42.5% | +114.7% | +138.1% |
| 5Y | +149.5% | +61.5% | +88.0% | +124.6% |
| 10Y | +518.1% | +217.6% | +300.5% | +442.6% |
| All | +566.9% | +236.5% | +330.4% | +485.9% |
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