+62.1%
WM vs BIIB
-7.5%
+69.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.7% |
| 7D | +1.2% | +2.7% | -1.5% | +0.9% |
| 30D | +15.2% | +9.4% | +5.8% | +14.4% |
| 3M | +8.3% | +19.9% | -11.6% | +6.7% |
| 6M | +13.1% | +25.6% | -12.5% | +10.8% |
| YTD | +12.5% | +42.3% | -29.8% | +8.8% |
| 1Y | +21.8% | +55.1% | -33.3% | +16.8% |
| 3Y | +48.8% | +11.4% | +37.4% | +45.3% |
| 5Y | +62.1% | -7.4% | +69.5% | +56.6% |
| All | +62.1% | -7.5% | +69.5% | +56.6% |
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