+6,555.0%
WELL vs NBIX
+1,201.8%
+5,353.2%
-63.3%
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 | -0.2% | +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% | +13.3% |
| YTD | +28.3% | +10.1% | +18.2% | +26.7% |
| 1Y | +41.9% | +8.8% | +33.1% | +40.2% |
| 3Y | +198.3% | +42.5% | +155.9% | +184.1% |
| 5Y | +206.4% | +61.5% | +144.9% | +186.5% |
| 10Y | +356.0% | +217.6% | +138.4% | +289.1% |
| All | +6,555.0% | +1,201.8% | +5,353.2% | +3,580.9% |
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