+3,757.5%
BEN vs BIIB
+7,261.0%
-3,503.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.2% | +3.8% |
| 7D | +0.2% | +1.1% | -0.8% | +0.1% |
| 30D | -0.5% | +6.9% | -7.4% | -1.5% |
| 3M | +9.7% | +12.4% | -2.7% | +7.5% |
| 6M | +33.9% | +16.3% | +17.6% | +30.4% |
| YTD | +49.0% | +25.5% | +23.5% | +43.2% |
| 1Y | +42.1% | +57.8% | -15.7% | +31.8% |
| 3Y | +51.9% | -17.3% | +69.2% | +54.0% |
| 5Y | +39.0% | -33.8% | +72.8% | +43.6% |
| 10Y | +57.9% | -29.6% | +87.4% | +51.3% |
| All | +3,757.5% | +7,261.0% | -3,503.5% | +1,903.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling