+561.8%
GWW vs NBIX
+219.9%
+341.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -3.4% | +0.4% | -3.7% | -3.4% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | -2.4% | -4.0% | +1.6% | -2.1% |
| 6M | +15.7% | +20.6% | -4.9% | +12.5% |
| YTD | +27.6% | +10.1% | +17.5% | +25.4% |
| 1Y | +27.2% | +8.8% | +18.4% | +25.0% |
| 3Y | +89.7% | +42.5% | +47.2% | +77.3% |
| 5Y | +223.9% | +61.5% | +162.4% | +195.3% |
| All | +561.8% | +219.9% | +341.9% | +469.7% |
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