+205.1%
NBIX vs BBWI
-55.0%
+260.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -1.1% |
| 7D | +0.4% | -4.8% | +5.2% | +1.0% |
| 30D | -0.2% | +3.5% | -3.7% | -0.9% |
| 3M | -4.0% | -0.3% | -3.7% | -4.6% |
| 6M | +20.6% | -5.4% | +26.0% | +20.0% |
| YTD | +10.1% | -4.7% | +14.9% | +9.0% |
| 1Y | +8.8% | -30.5% | +39.3% | +11.7% |
| 3Y | +42.5% | -44.3% | +86.8% | +47.4% |
| 5Y | +61.5% | -66.9% | +128.4% | +73.8% |
| All | +205.1% | -55.0% | +260.1% | +174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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