+44.3%
EXPE vs BIIB
-5.0%
+49.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -17.8% | -0.4% | -17.3% | -17.6% |
| 30D | -3.2% | +10.5% | -13.7% | -5.8% |
| 3M | -19.0% | +24.3% | -43.3% | -23.8% |
| 6M | +17.7% | +28.0% | -10.3% | +9.2% |
| YTD | -7.8% | +44.0% | -51.8% | -17.9% |
| 1Y | -1.4% | +58.8% | -60.2% | -14.8% |
| 3Y | +121.9% | +12.7% | +109.2% | +105.1% |
| 5Y | +44.3% | -4.9% | +49.2% | +47.1% |
| All | +44.3% | -5.0% | +49.2% | +47.1% |
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