+3,229.9%
HST vs BIIB
+8,249.3%
-5,019.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.9% |
| 7D | +3.6% | +2.7% | +0.9% | +3.3% |
| 30D | +9.9% | +9.4% | +0.5% | +8.7% |
| 3M | +12.9% | +19.9% | -7.0% | +10.4% |
| 6M | +22.9% | +25.6% | -2.8% | +19.2% |
| YTD | +52.4% | +42.3% | +10.1% | +45.3% |
| 1Y | +52.5% | +55.1% | -2.6% | +43.9% |
| 3Y | +87.4% | +11.4% | +76.0% | +82.8% |
| 5Y | +82.9% | -7.4% | +90.3% | +80.7% |
| 10Y | +134.8% | -21.5% | +156.3% | +122.3% |
| All | +3,229.9% | +8,249.3% | -5,019.5% | +1,571.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling