+138.0%
B vs BIIB
-11.1%
+149.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.3% |
| 7D | +9.6% | -2.1% | +11.7% | +9.9% |
| 30D | +3.5% | +11.8% | -8.3% | +1.5% |
| 3M | -1.6% | +20.4% | -22.0% | -4.6% |
| 6M | -1.7% | +30.2% | -31.9% | -6.1% |
| YTD | -5.3% | +41.1% | -46.4% | -11.2% |
| 1Y | +27.2% | +58.4% | -31.2% | +16.7% |
| 3Y | +166.1% | -0.1% | +166.2% | +164.7% |
| All | +138.0% | -11.1% | +149.1% | +135.6% |
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