+2,477.6%
WM vs BIIB
+8,341.7%
-5,864.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.4% |
| 7D | +1.2% | +1.7% | -0.6% | +1.0% |
| 30D | +13.7% | +12.2% | +1.5% | +12.9% |
| 3M | +5.2% | +22.3% | -17.0% | +3.9% |
| 6M | +11.2% | +30.9% | -19.7% | +9.3% |
| YTD | +9.4% | +43.9% | -34.5% | +6.8% |
| 1Y | +20.4% | +62.1% | -41.7% | +16.6% |
| 3Y | +44.7% | +12.7% | +32.0% | +42.5% |
| 5Y | +58.5% | -5.1% | +63.6% | +56.6% |
| 10Y | +326.4% | -21.9% | +348.3% | +315.1% |
| All | +2,477.6% | +8,341.7% | -5,864.1% | +2,074.2% |
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