+7.8%
WBD vs BIIB
-28.2%
+36.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.3% |
| 7D | -0.6% | -4.0% | +3.4% | +0.8% |
| 30D | +4.2% | +5.7% | -1.5% | +2.1% |
| 3M | +7.5% | +10.9% | -3.4% | +2.7% |
| 6M | +1.6% | +14.3% | -12.8% | -4.7% |
| YTD | -2.2% | +22.4% | -24.6% | -11.3% |
| 1Y | +124.9% | +51.1% | +73.8% | +86.0% |
| 3Y | +149.1% | -16.8% | +165.9% | +154.3% |
| 5Y | +7.8% | -28.1% | +36.0% | +17.5% |
| All | +7.8% | -28.2% | +36.0% | +17.5% |
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