+73.3%
IWD vs BIIB
-34.6%
+107.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | -1.2% | -5.4% | +4.2% | -0.2% |
| 30D | -1.6% | +1.7% | -3.4% | -2.0% |
| 3M | +7.0% | +5.8% | +1.2% | +5.6% |
| 6M | +17.0% | +11.9% | +5.0% | +13.9% |
| YTD | +21.6% | +19.7% | +1.9% | +16.6% |
| 1Y | +28.0% | +46.7% | -18.8% | +17.6% |
| 3Y | +70.6% | -18.6% | +89.2% | +72.2% |
| 5Y | +73.3% | -29.8% | +103.1% | +80.7% |
| All | +73.3% | -34.6% | +107.9% | +80.7% |
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