+205.1%
NBIX vs WU
-39.1%
+244.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +0.4% | -3.5% | +3.9% | +1.2% |
| 30D | -0.2% | -2.9% | +2.8% | +0.4% |
| 3M | -4.0% | -2.3% | -1.7% | -4.1% |
| 6M | +20.6% | -25.4% | +46.0% | +28.0% |
| YTD | +10.1% | -21.2% | +31.3% | +15.2% |
| 1Y | +8.8% | -8.9% | +17.6% | +9.1% |
| 3Y | +42.5% | -29.0% | +71.4% | +50.2% |
| 5Y | +61.5% | -50.7% | +112.2% | +85.2% |
| All | +205.1% | -39.1% | +244.2% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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