+383.9%
HWM vs NBIX
+43.8%
+340.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -11.4% | +0.4% | -11.8% | -11.5% |
| 30D | -18.5% | -0.2% | -18.3% | -18.5% |
| 3M | -13.2% | -4.0% | -9.2% | -12.9% |
| 6M | -8.7% | +20.6% | -29.3% | -12.2% |
| YTD | +12.2% | +10.1% | +2.0% | +9.2% |
| 1Y | +24.9% | +8.8% | +16.1% | +21.6% |
| 3Y | +383.9% | +42.5% | +341.4% | +325.7% |
| All | +383.9% | +43.8% | +340.1% | +325.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling