-73.2%
DOCS vs BIIB
-33.3%
-39.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.1% | -2.3% |
| 7D | -1.4% | +1.1% | -2.5% | -1.7% |
| 30D | +21.8% | +6.9% | +14.9% | +19.7% |
| 3M | +27.3% | +12.4% | +14.9% | +23.1% |
| 6M | -0.3% | +16.3% | -16.6% | -4.3% |
| YTD | -40.5% | +25.5% | -66.0% | -44.6% |
| 1Y | -61.5% | +57.8% | -119.3% | -66.6% |
| 3Y | +8.2% | -17.3% | +25.5% | +13.3% |
| All | -73.2% | -33.3% | -39.8% | -79.4% |
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