+3,941.6%
BEN vs BIIB
+8,346.7%
-4,405.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | +0.3% |
| 7D | +6.8% | +2.0% | +4.8% | +6.5% |
| 30D | +18.0% | +8.8% | +9.1% | +16.5% |
| 3M | +7.5% | +20.3% | -12.8% | +4.5% |
| 6M | +14.7% | +23.9% | -9.2% | +10.7% |
| YTD | +56.1% | +44.0% | +12.1% | +46.9% |
| 1Y | +69.6% | +53.8% | +15.8% | +58.0% |
| 3Y | +87.7% | +13.8% | +73.8% | +81.6% |
| 5Y | +28.6% | -6.3% | +34.9% | +26.4% |
| 10Y | +59.8% | -20.6% | +80.4% | +50.3% |
| All | +3,941.6% | +8,346.7% | -4,405.1% | +1,955.7% |
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 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