+125.0%
SU vs NBIX
+43.8%
+81.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +12.2% |
| 6M | +19.7% | +20.6% | -0.9% | +17.9% |
| YTD | +58.4% | +10.1% | +48.3% | +57.3% |
| 1Y | +67.2% | +8.8% | +58.4% | +66.0% |
| 3Y | +125.0% | +42.5% | +82.6% | +110.2% |
| All | +125.0% | +43.8% | +81.2% | +110.2% |
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