+109.7%
HAL vs BIIB
-35.6%
+145.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.0% | -0.1% |
| 7D | +0.5% | -1.6% | +2.1% | +0.7% |
| 30D | +15.9% | +2.2% | +13.7% | +15.4% |
| 3M | -8.7% | +10.3% | -19.0% | -10.7% |
| 6M | +9.0% | +14.9% | -5.9% | +5.5% |
| YTD | +32.0% | +20.7% | +11.3% | +26.1% |
| 1Y | +72.5% | +50.3% | +22.1% | +57.1% |
| 3Y | -4.5% | -18.0% | +13.4% | -6.2% |
| 5Y | +109.7% | -33.9% | +143.6% | +113.3% |
| All | +109.7% | -35.6% | +145.3% | +113.3% |
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