+6,784.5%
SU vs NBIX
+1,201.8%
+5,582.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.4% |
| 6M | +19.7% | +20.6% | -0.9% | +17.0% |
| YTD | +58.4% | +10.1% | +48.3% | +56.1% |
| 1Y | +67.2% | +8.8% | +58.4% | +64.8% |
| 3Y | +125.0% | +42.5% | +82.6% | +113.3% |
| 5Y | +355.1% | +61.5% | +293.6% | +322.7% |
| 10Y | +263.7% | +217.6% | +46.1% | +208.0% |
| All | +6,784.5% | +1,201.8% | +5,582.7% | +3,692.1% |
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