+128.2%
SW vs NBIX
+211.8%
-83.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -7.0% | -1.7% | -5.3% | -6.8% |
| 30D | -10.5% | -5.9% | -4.6% | -10.1% |
| 3M | +3.0% | -6.1% | +9.1% | +3.4% |
| 6M | +2.3% | +19.4% | -17.1% | +0.8% |
| YTD | +12.4% | +9.4% | +3.0% | +11.2% |
| 1Y | -4.2% | +7.6% | -11.8% | -5.1% |
| 3Y | +22.7% | +42.0% | -19.3% | +18.6% |
| 5Y | -10.1% | +64.3% | -74.3% | -14.4% |
| 10Y | +128.2% | +215.4% | -87.2% | +123.5% |
| All | +128.2% | +211.8% | -83.7% | +123.5% |
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