+1,149.8%
NBIX vs WY
+229.6%
+920.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | +0.4% | -4.2% | +4.5% | +2.1% |
| 30D | -0.2% | -10.1% | +9.9% | +4.0% |
| 3M | -4.0% | -8.5% | +4.5% | -1.5% |
| 6M | +20.6% | -3.3% | +23.9% | +20.5% |
| YTD | +10.1% | -4.4% | +14.5% | +10.0% |
| 1Y | +8.8% | -11.5% | +20.3% | +11.8% |
| 3Y | +42.5% | -24.3% | +66.8% | +52.6% |
| 5Y | +61.5% | -21.3% | +82.8% | +65.5% |
| 10Y | +217.6% | +7.0% | +210.6% | +153.5% |
| All | +1,149.8% | +229.6% | +920.2% | +358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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