+265.2%
SU vs NBIX
+219.9%
+45.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +2.2% | +0.4% | +1.9% | +2.2% |
| 30D | +8.4% | -0.2% | +8.6% | +8.4% |
| 3M | +12.1% | -4.0% | +16.1% | +12.5% |
| 6M | +19.7% | +20.6% | -0.9% | +15.5% |
| YTD | +58.4% | +10.1% | +48.3% | +54.9% |
| 1Y | +67.2% | +8.8% | +58.4% | +63.5% |
| 3Y | +125.0% | +42.5% | +82.6% | +104.9% |
| 5Y | +355.1% | +61.5% | +293.6% | +299.8% |
| All | +265.2% | +219.9% | +45.3% | +188.3% |
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