+208.4%
AGI vs BIIB
-16.5%
+225.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.6% |
| 7D | -2.7% | -1.7% | -1.1% | -2.6% |
| 30D | +7.2% | +4.0% | +3.3% | +7.0% |
| 3M | +4.3% | +8.6% | -4.3% | +3.7% |
| 6M | -27.1% | +14.0% | -41.1% | -27.8% |
| YTD | -6.6% | +23.4% | -30.0% | -8.6% |
| 1Y | +9.5% | +45.9% | -36.4% | +4.9% |
| 3Y | +208.4% | -16.1% | +224.6% | +262.7% |
| All | +208.4% | -16.5% | +225.0% | +262.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling