+7.2%
BAH vs BIIB
-7.5%
+14.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.4% | -0.4% |
| 7D | +1.7% | +2.0% | -0.3% | +1.4% |
| 30D | +20.8% | +8.8% | +12.0% | +19.2% |
| 3M | +11.6% | +20.3% | -8.7% | +8.4% |
| 6M | +23.1% | +23.9% | -0.8% | +18.8% |
| YTD | +5.3% | +44.0% | -38.7% | -1.2% |
| 1Y | +6.1% | +53.8% | -47.7% | -1.5% |
| 3Y | -27.5% | +13.8% | -41.3% | -30.9% |
| All | +7.2% | -7.5% | +14.6% | +2.6% |
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