+285.3%
WMB vs BIIB
-35.6%
+321.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.0% | +2.6% |
| 7D | +0.8% | -1.6% | +2.4% | +0.9% |
| 30D | +7.7% | +2.2% | +5.5% | +7.5% |
| 3M | +6.7% | +10.3% | -3.6% | +5.6% |
| 6M | +3.6% | +14.9% | -11.3% | +2.0% |
| YTD | +28.0% | +20.7% | +7.3% | +25.1% |
| 1Y | +37.6% | +50.3% | -12.7% | +31.0% |
| 3Y | +149.0% | -18.0% | +167.0% | +152.3% |
| 5Y | +285.3% | -33.9% | +319.2% | +303.7% |
| All | +285.3% | -35.6% | +321.0% | +303.7% |
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