+201.1%
WELL vs NBIX
+59.9%
+141.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +12.3% | -4.0% | +16.3% | +12.5% |
| 6M | +15.6% | +20.6% | -5.0% | +13.0% |
| YTD | +28.3% | +10.1% | +18.2% | +26.5% |
| 1Y | +41.9% | +8.8% | +33.1% | +39.9% |
| 3Y | +198.3% | +42.5% | +155.9% | +175.2% |
| All | +201.1% | +59.9% | +141.1% | +163.2% |
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