+95.3%
DOCU vs BIIB
-9.9%
+105.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -2.1% |
| 7D | -5.5% | -2.1% | -3.5% | -5.0% |
| 30D | +12.6% | +11.8% | +0.8% | +9.2% |
| 3M | +36.4% | +20.4% | +16.0% | +29.5% |
| 6M | +66.8% | +30.2% | +36.6% | +54.2% |
| YTD | +13.5% | +41.1% | -27.7% | +2.2% |
| 1Y | +11.3% | +58.4% | -47.1% | -3.0% |
| 3Y | +92.1% | -0.1% | +92.2% | +86.1% |
| 5Y | -71.0% | -10.9% | -60.1% | -71.5% |
| All | +95.3% | -9.9% | +105.2% | +88.7% |
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 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