+177.1%
SW vs NBIX
+217.1%
-40.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | -2.9% | +1.7% | -4.6% | -3.1% |
| 30D | +5.0% | +23.2% | -18.1% | +3.0% |
| 3M | -13.7% | +11.0% | -24.7% | -14.6% |
| 6M | +8.0% | +3.8% | +4.2% | +7.4% |
| YTD | +14.0% | +18.0% | -4.1% | +11.9% |
| 1Y | +25.6% | +16.1% | +9.5% | +23.4% |
| 3Y | +40.1% | +51.8% | -11.7% | +34.2% |
| 5Y | -2.6% | +90.2% | -92.8% | -8.6% |
| All | +177.1% | +217.1% | -40.0% | +174.7% |
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