+655.5%
HWM vs BIIB
-35.6%
+691.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.8% | -6.9% | -10.2% |
| 7D | -9.2% | -1.6% | -7.5% | -8.9% |
| 30D | -17.9% | +2.2% | -20.1% | -18.1% |
| 3M | -6.0% | +10.3% | -16.4% | -7.6% |
| 6M | -7.4% | +14.9% | -22.3% | -9.7% |
| YTD | +13.1% | +20.7% | -7.6% | +9.4% |
| 1Y | +29.3% | +50.3% | -21.0% | +20.8% |
| 3Y | +389.9% | -18.0% | +407.9% | +402.3% |
| 5Y | +655.5% | -33.9% | +689.4% | +669.8% |
| All | +655.5% | -35.6% | +691.2% | +669.8% |
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