+73.4%
IWF vs BIIB
-28.2%
+101.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.2% | -1.3% |
| 7D | -1.7% | -4.0% | +2.3% | -1.0% |
| 30D | -1.8% | +5.7% | -7.5% | -2.9% |
| 3M | +1.5% | +10.9% | -9.5% | -0.9% |
| 6M | +7.7% | +14.3% | -6.6% | +4.2% |
| YTD | +2.7% | +22.4% | -19.7% | -2.4% |
| 1Y | +6.8% | +51.1% | -44.3% | -3.3% |
| 3Y | +76.9% | -16.8% | +93.7% | +79.5% |
| 5Y | +73.4% | -28.1% | +101.5% | +81.0% |
| All | +73.4% | -28.2% | +101.6% | +81.0% |
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