+113.1%
BHP vs BIIB
-28.2%
+141.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.5% | -5.7% |
| 7D | -3.7% | -4.0% | +0.3% | -3.1% |
| 30D | -0.8% | +5.7% | -6.5% | -1.9% |
| 3M | +7.6% | +10.9% | -3.3% | +5.2% |
| 6M | +20.8% | +14.3% | +6.5% | +17.1% |
| YTD | +50.8% | +22.4% | +28.3% | +43.7% |
| 1Y | +70.9% | +51.1% | +19.9% | +55.6% |
| 3Y | +78.0% | -16.8% | +94.8% | +77.0% |
| 5Y | +113.1% | -28.1% | +141.2% | +107.1% |
| All | +113.1% | -28.2% | +141.3% | +107.1% |
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