+5,895.2%
WPM vs NBIX
+264.5%
+5,630.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +37.4% |
| 6M | +4.1% | +20.6% | -16.5% | +1.8% |
| YTD | +31.7% | +10.1% | +21.6% | +30.0% |
| 1Y | +44.2% | +8.8% | +35.4% | +42.2% |
| 3Y | +265.5% | +42.5% | +223.0% | +245.3% |
| 5Y | +262.5% | +61.5% | +201.0% | +234.7% |
| 10Y | +539.8% | +217.6% | +322.3% | +414.6% |
| All | +5,895.2% | +264.5% | +5,630.7% | +2,739.6% |
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 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