+1,152.6%
NBIX vs BBWI
+626.7%
+525.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.3% |
| 7D | -1.1% | -8.0% | +6.9% | +1.0% |
| 30D | -3.3% | -6.6% | +3.3% | -2.1% |
| 3M | -2.7% | -2.7% | 0.0% | -3.3% |
| 6M | +20.6% | -12.8% | +33.3% | +21.7% |
| YTD | +10.4% | -10.5% | +20.9% | +9.6% |
| 1Y | +10.8% | -35.3% | +46.2% | +18.2% |
| 3Y | +43.3% | -47.7% | +91.0% | +53.3% |
| 5Y | +61.8% | -68.9% | +130.7% | +87.3% |
| 10Y | +218.3% | -58.0% | +276.3% | +167.3% |
| All | +1,152.6% | +626.7% | +525.9% | +191.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling