+184.4%
SW vs NBIX
+224.5%
-40.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +2.2% | +2.6% | -0.4% | +1.9% |
| 30D | +7.4% | +18.7% | -11.3% | +5.7% |
| 3M | -5.9% | +2.6% | -8.5% | -6.3% |
| 6M | +9.0% | +11.1% | -2.1% | +7.7% |
| YTD | +18.1% | +19.3% | -1.1% | +15.9% |
| 1Y | +28.7% | +12.7% | +15.9% | +26.8% |
| 3Y | +48.8% | +57.8% | -9.1% | +42.2% |
| 5Y | +2.5% | +84.1% | -81.7% | -3.7% |
| 10Y | +184.4% | +219.2% | -34.8% | +180.6% |
| All | +184.4% | +224.5% | -40.1% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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