+563.0%
HWM vs BIIB
-6.3%
+569.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.4% | +4.7% |
| 7D | +1.6% | +2.4% | -0.8% | +1.3% |
| 30D | -3.9% | +12.9% | -16.9% | -5.6% |
| 3M | -23.2% | +22.6% | -45.8% | -25.5% |
| 6M | -20.0% | +31.7% | -51.7% | -23.4% |
| YTD | +5.7% | +44.8% | -39.1% | -0.5% |
| 1Y | +4.9% | +63.9% | -59.0% | -3.2% |
| 3Y | +347.0% | +13.5% | +333.5% | +333.2% |
| 5Y | +563.0% | -5.6% | +568.6% | +611.5% |
| All | +563.0% | -6.3% | +569.3% | +611.5% |
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