+319.2%
SYF vs NBIX
+1,035.3%
-716.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.3% |
| YTD | -7.8% | +10.1% | -17.9% | -10.3% |
| 1Y | +1.6% | +8.8% | -7.1% | -1.1% |
| 3Y | +154.8% | +42.5% | +112.3% | +129.4% |
| 5Y | +79.5% | +61.5% | +18.0% | +55.9% |
| 10Y | +256.4% | +217.6% | +38.8% | +171.3% |
| All | +319.2% | +1,035.3% | -716.1% | +202.8% |
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