+226.1%
ACWI vs BIIB
-31.7%
+257.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +0.1% |
| 7D | +1.1% | -1.6% | +2.7% | +1.3% |
| 30D | -0.2% | +2.2% | -2.4% | -0.5% |
| 3M | +4.7% | +10.3% | -5.6% | +2.9% |
| 6M | +14.5% | +14.9% | -0.5% | +11.6% |
| YTD | +14.6% | +20.7% | -6.1% | +10.8% |
| 1Y | +21.4% | +50.3% | -28.9% | +13.4% |
| 3Y | +77.6% | -18.0% | +95.5% | +79.0% |
| 5Y | +68.1% | -33.9% | +102.0% | +71.7% |
| 10Y | +226.1% | -30.9% | +257.1% | +217.2% |
| All | +226.1% | -31.7% | +257.9% | +217.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling