+13,491.6%
WELL vs BIIB
+7,261.0%
+6,230.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -2.0% |
| 7D | -0.8% | +1.1% | -1.9% | -0.9% |
| 30D | -0.1% | +6.9% | -7.0% | -0.5% |
| 3M | +18.0% | +12.4% | +5.6% | +17.1% |
| 6M | +15.0% | +16.3% | -1.3% | +13.7% |
| YTD | +28.6% | +25.5% | +3.1% | +26.5% |
| 1Y | +42.9% | +57.8% | -14.9% | +38.5% |
| 3Y | +203.0% | -17.3% | +220.4% | +204.3% |
| 5Y | +206.9% | -33.8% | +240.7% | +210.1% |
| 10Y | +339.5% | -29.6% | +369.1% | +329.1% |
| All | +13,491.6% | +7,261.0% | +6,230.6% | +10,369.4% |
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