+916.1%
WDC vs NBIX
+59.9%
+856.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -4.3% | +0.4% | -4.7% | -4.4% |
| 30D | -1.5% | -0.2% | -1.3% | -1.5% |
| 3M | -15.5% | -4.0% | -11.5% | -15.3% |
| 6M | +66.5% | +20.6% | +45.9% | +59.7% |
| YTD | +159.9% | +10.1% | +149.7% | +153.0% |
| 1Y | +366.0% | +8.8% | +357.2% | +353.5% |
| 3Y | +1,285.8% | +42.5% | +1,243.3% | +1,147.9% |
| All | +916.1% | +59.9% | +856.2% | +757.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling