+39.4%
BEN vs BIIB
-34.6%
+73.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.3% |
| 7D | +3.4% | -5.4% | +8.7% | +4.8% |
| 30D | +1.8% | +1.7% | +0.1% | +1.2% |
| 3M | +8.4% | +5.8% | +2.5% | +6.1% |
| 6M | +35.6% | +11.9% | +23.7% | +30.3% |
| YTD | +46.4% | +19.7% | +26.6% | +37.3% |
| 1Y | +46.3% | +46.7% | -0.4% | +29.0% |
| 3Y | +54.6% | -18.6% | +73.3% | +57.8% |
| 5Y | +39.4% | -29.8% | +69.2% | +59.0% |
| All | +39.4% | -34.6% | +73.9% | +59.0% |
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