+63.6%
DIA vs BIIB
-34.6%
+98.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -1.2% | -5.4% | +4.1% | -0.3% |
| 30D | -2.7% | +1.7% | -4.4% | -3.0% |
| 3M | +3.3% | +5.8% | -2.6% | +2.0% |
| 6M | +10.4% | +11.9% | -1.5% | +7.7% |
| YTD | +10.0% | +19.7% | -9.7% | +5.7% |
| 1Y | +16.2% | +46.7% | -30.6% | +7.2% |
| 3Y | +58.7% | -18.6% | +77.4% | +60.0% |
| 5Y | +63.6% | -29.8% | +93.4% | +70.7% |
| All | +63.6% | -34.6% | +98.1% | +70.7% |
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 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