+1,520.0%
HWM vs BIIB
-9.5%
+1,529.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.2% | +2.3% |
| 7D | +5.0% | -0.4% | +5.4% | +5.0% |
| 30D | +1.5% | +10.5% | -8.9% | +0.4% |
| 3M | -20.3% | +24.3% | -44.6% | -22.2% |
| 6M | -18.0% | +28.0% | -46.0% | -20.4% |
| YTD | +9.5% | +44.0% | -34.5% | +4.8% |
| 1Y | +7.5% | +58.8% | -51.3% | +1.8% |
| 3Y | +355.7% | +12.7% | +342.9% | +343.5% |
| 5Y | +610.2% | -4.9% | +615.1% | +595.8% |
| 10Y | +1,516.8% | -20.6% | +1,537.4% | +1,359.7% |
| All | +1,520.0% | -9.5% | +1,529.5% | +1,346.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling