+135.0%
WFC vs NBIX
+43.8%
+91.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | +1.5% | -0.2% | +1.7% | +1.5% |
| 3M | +10.2% | -4.0% | +14.2% | +10.5% |
| 6M | +18.8% | +20.6% | -1.8% | +14.4% |
| YTD | -1.5% | +10.1% | -11.7% | -3.8% |
| 1Y | +13.5% | +8.8% | +4.8% | +10.9% |
| 3Y | +135.0% | +42.5% | +92.5% | +104.6% |
| All | +135.0% | +43.8% | +91.1% | +104.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling