+250.1%
SYF vs NBIX
+219.9%
+30.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -4.3% | -0.2% | -4.1% | -4.3% |
| 3M | +5.5% | -4.0% | +9.5% | +6.1% |
| 6M | +17.5% | +20.6% | -3.1% | +11.3% |
| YTD | -7.8% | +10.1% | -17.9% | -10.9% |
| 1Y | +1.6% | +8.8% | -7.1% | -1.7% |
| 3Y | +154.8% | +42.5% | +112.3% | +123.7% |
| 5Y | +79.5% | +61.5% | +18.0% | +50.7% |
| All | +250.1% | +219.9% | +30.3% | +171.0% |
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