+101.7%
DOCU vs BIIB
-9.1%
+110.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | +1.6% | +2.7% | -1.1% | +0.8% |
| 30D | +10.8% | +9.4% | +1.4% | +8.1% |
| 3M | +38.0% | +19.9% | +18.0% | +31.1% |
| 6M | +77.4% | +25.6% | +51.8% | +65.7% |
| YTD | +17.2% | +42.3% | -25.1% | +5.3% |
| 1Y | +15.6% | +55.1% | -39.5% | +1.3% |
| 3Y | +95.6% | +11.4% | +84.2% | +83.8% |
| 5Y | -69.7% | -7.4% | -62.3% | -70.5% |
| All | +101.7% | -9.1% | +110.9% | +94.4% |
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 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