+198.7%
WELL vs BIIB
-19.0%
+217.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.5% |
| 7D | -1.1% | -5.4% | +4.2% | -0.5% |
| 30D | +0.7% | +1.7% | -1.0% | +0.5% |
| 3M | +14.5% | +5.8% | +8.7% | +13.5% |
| 6M | +14.4% | +11.9% | +2.5% | +12.6% |
| YTD | +28.5% | +19.7% | +8.7% | +25.1% |
| 1Y | +41.8% | +46.7% | -5.0% | +34.2% |
| All | +198.7% | -19.0% | +217.7% | +217.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling