-28.1%
BIIB vs HRB
+114.1%
-142.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -1.7% | -8.0% | +6.4% | -0.2% |
| 30D | +4.0% | -16.0% | +19.9% | +7.2% |
| 3M | +8.6% | +26.9% | -18.3% | +3.8% |
| 6M | +14.0% | +51.1% | -37.1% | +4.7% |
| YTD | +23.4% | +7.1% | +16.3% | +22.3% |
| 1Y | +45.9% | -9.6% | +55.5% | +50.7% |
| 3Y | -16.1% | +25.4% | -41.5% | -21.9% |
| All | -28.1% | +114.1% | -142.1% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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