+101.7%
DOCU vs BIIB
-8.1%
+109.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -0.4% | -0.4% | 0.0% | -0.4% |
| 30D | +12.9% | +10.5% | +2.5% | +9.9% |
| 3M | +35.1% | +24.3% | +10.8% | +27.1% |
| 6M | +76.2% | +28.0% | +48.2% | +63.7% |
| YTD | +17.2% | +44.0% | -26.8% | +5.0% |
| 1Y | +16.4% | +58.8% | -42.4% | +1.4% |
| 3Y | +95.6% | +12.7% | +82.9% | +83.2% |
| 5Y | -68.5% | -4.9% | -63.6% | -69.6% |
| All | +101.7% | -8.1% | +109.8% | +93.8% |
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