+197.9%
STT vs NBIX
+43.8%
+154.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | +1.7% | -0.2% | +1.9% | +1.7% |
| 3M | +17.9% | -4.0% | +21.9% | +18.3% |
| 6M | +55.3% | +20.6% | +34.7% | +48.6% |
| YTD | +52.7% | +10.1% | +42.5% | +48.5% |
| 1Y | +75.7% | +8.8% | +66.9% | +70.9% |
| 3Y | +197.9% | +42.5% | +155.4% | +167.8% |
| All | +197.9% | +43.8% | +154.1% | +167.8% |
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 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