+14,044.4%
WELL vs BIIB
+8,249.3%
+5,795.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | +0.1% | +2.7% | -2.5% | 0.0% |
| 30D | +6.8% | +9.4% | -2.6% | +6.2% |
| 3M | +6.7% | +19.9% | -13.2% | +5.5% |
| 6M | +13.8% | +25.6% | -11.8% | +12.1% |
| YTD | +33.8% | +42.3% | -8.5% | +30.6% |
| 1Y | +29.6% | +55.1% | -25.5% | +25.8% |
| 3Y | +203.1% | +11.4% | +191.7% | +198.8% |
| 5Y | +223.8% | -7.4% | +231.2% | +220.8% |
| 10Y | +462.8% | -21.5% | +484.3% | +445.9% |
| All | +14,044.4% | +8,249.3% | +5,795.0% | +10,706.8% |
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