+142.0%
WEC vs NBIX
+219.9%
-77.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | -2.6% | -0.2% | -2.5% | -2.6% |
| 3M | -6.0% | -4.0% | -2.0% | -6.0% |
| 6M | -5.4% | +20.6% | -26.0% | -6.0% |
| YTD | +2.5% | +10.1% | -7.7% | +2.1% |
| 1Y | -0.7% | +8.8% | -9.5% | -1.1% |
| 3Y | +38.7% | +42.5% | -3.8% | +36.3% |
| 5Y | +31.7% | +61.5% | -29.8% | +28.6% |
| All | +142.0% | +219.9% | -77.8% | +135.1% |
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