+1,711.2%
NBIX vs WCN
+6,623.4%
-4,912.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +0.4% | -3.1% | +3.5% | +1.5% |
| 30D | -0.2% | -3.4% | +3.2% | +1.0% |
| 3M | -4.0% | +3.0% | -7.0% | -5.2% |
| 6M | +20.6% | -3.8% | +24.3% | +21.3% |
| YTD | +10.1% | -8.3% | +18.5% | +12.7% |
| 1Y | +8.8% | -9.7% | +18.5% | +11.7% |
| 3Y | +42.5% | +17.2% | +25.3% | +32.5% |
| 5Y | +61.5% | +25.3% | +36.2% | +45.2% |
| 10Y | +217.6% | +235.4% | -17.8% | +100.3% |
| All | +1,711.2% | +6,623.4% | -4,912.1% | +485.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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