-0.9%
SWKS vs NBIX
+43.8%
-44.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.2% |
| 7D | +19.4% | +0.4% | +19.0% | +19.3% |
| 30D | +26.8% | -0.2% | +27.0% | +26.8% |
| 3M | +21.5% | -4.0% | +25.5% | +22.1% |
| 6M | +61.0% | +20.6% | +40.4% | +53.2% |
| YTD | +42.2% | +10.1% | +32.1% | +38.0% |
| 1Y | +22.1% | +8.8% | +13.4% | +18.7% |
| 3Y | -0.9% | +42.5% | -43.4% | -9.7% |
| All | -0.9% | +43.8% | -44.7% | -9.7% |
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