+48.2%
WM vs NBIX
+59.9%
-11.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -2.5% | +0.4% | -2.9% | -2.5% |
| 30D | -5.7% | -0.2% | -5.5% | -5.7% |
| 3M | -2.4% | -4.0% | +1.6% | -2.3% |
| 6M | -9.0% | +20.6% | -29.6% | -10.3% |
| YTD | -2.0% | +10.1% | -12.2% | -2.9% |
| 1Y | -1.6% | +8.8% | -10.4% | -2.5% |
| 3Y | +41.3% | +42.5% | -1.2% | +35.4% |
| All | +48.2% | +59.9% | -11.7% | +39.8% |
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