+2,052.0%
WEC vs NBIX
+1,201.8%
+850.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.9% |
| 6M | -5.4% | +20.6% | -26.0% | -6.3% |
| YTD | +2.5% | +10.1% | -7.7% | +1.9% |
| 1Y | -0.7% | +8.8% | -9.5% | -1.3% |
| 3Y | +38.7% | +42.5% | -3.8% | +35.6% |
| 5Y | +31.7% | +61.5% | -29.8% | +27.5% |
| 10Y | +146.5% | +217.6% | -71.1% | +127.4% |
| All | +2,052.0% | +1,201.8% | +850.2% | +1,505.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling