+513.6%
EWT vs NBIX
+219.9%
+293.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +1.9% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | +4.5% | -0.2% | +4.6% | +4.4% |
| 3M | +8.3% | -4.0% | +12.2% | +8.5% |
| 6M | +54.2% | +20.6% | +33.6% | +49.7% |
| YTD | +74.6% | +10.1% | +64.4% | +71.3% |
| 1Y | +84.9% | +8.8% | +76.1% | +81.5% |
| 3Y | +197.5% | +42.5% | +155.0% | +176.4% |
| 5Y | +150.6% | +61.5% | +89.1% | +126.2% |
| All | +513.6% | +219.9% | +293.8% | +424.7% |
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 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