+99.4%
FWONK vs BIIB
-28.1%
+127.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +0.1% | -1.7% | +1.8% | +0.3% |
| 30D | -7.7% | +4.0% | -11.7% | -8.1% |
| 3M | +5.7% | +8.6% | -2.9% | +4.6% |
| 6M | +13.5% | +14.0% | -0.5% | +11.6% |
| YTD | -3.0% | +23.4% | -26.4% | -5.6% |
| 1Y | -6.4% | +45.9% | -52.3% | -11.0% |
| 3Y | +43.8% | -16.1% | +60.0% | +44.6% |
| All | +99.4% | -28.1% | +127.4% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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