+294.7%
C vs BIIB
-30.8%
+325.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | +2.6% | -5.4% | +7.9% | +3.5% |
| 30D | +1.9% | +1.7% | +0.2% | +1.6% |
| 3M | +2.8% | +5.8% | -3.0% | +1.6% |
| 6M | +30.6% | +11.9% | +18.6% | +27.5% |
| YTD | +19.9% | +19.7% | +0.1% | +15.5% |
| 1Y | +44.6% | +46.7% | -2.2% | +34.4% |
| 3Y | +272.1% | -18.6% | +290.8% | +276.8% |
| 5Y | +132.0% | -29.8% | +161.8% | +136.4% |
| 10Y | +294.7% | -28.8% | +323.5% | +269.2% |
| All | +294.7% | -30.8% | +325.5% | +269.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling