-45.4%
SWKS vs NBIX
+65.8%
-111.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.9% | +8.9% | +9.6% |
| 7D | +17.5% | -1.1% | +18.6% | +17.8% |
| 30D | +23.0% | -3.3% | +26.3% | +23.8% |
| 3M | +19.5% | -2.7% | +22.2% | +19.9% |
| 6M | +54.3% | +20.6% | +33.7% | +46.6% |
| YTD | +35.3% | +10.4% | +24.9% | +31.0% |
| 1Y | +17.9% | +10.8% | +7.0% | +13.8% |
| 3Y | -6.8% | +43.3% | -50.1% | -19.2% |
| 5Y | -45.4% | +61.8% | -107.3% | -56.6% |
| All | -45.4% | +65.8% | -111.3% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling