+265.5%
WPM vs NBIX
+43.8%
+221.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | +14.4% | -0.2% | +14.6% | +14.4% |
| 3M | +37.0% | -4.0% | +41.0% | +37.7% |
| 6M | +4.1% | +20.6% | -16.5% | +1.7% |
| YTD | +31.7% | +10.1% | +21.6% | +29.7% |
| 1Y | +44.2% | +8.8% | +35.4% | +41.9% |
| 3Y | +265.5% | +42.5% | +223.0% | +261.8% |
| All | +265.5% | +43.8% | +221.6% | +261.8% |
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 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