+1,428.5%
IBKR vs BIIB
+361.9%
+1,066.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.0% |
| 7D | -1.3% | -1.7% | +0.3% | -1.0% |
| 30D | -0.2% | +4.0% | -4.2% | -1.1% |
| 3M | +3.0% | +8.6% | -5.6% | +0.4% |
| 6M | +33.9% | +14.0% | +19.9% | +28.5% |
| YTD | +42.5% | +23.4% | +19.1% | +33.9% |
| 1Y | +44.9% | +45.9% | -1.0% | +30.5% |
| 3Y | +293.0% | -16.1% | +309.1% | +295.2% |
| 5Y | +497.7% | -27.6% | +525.2% | +505.1% |
| 10Y | +1,004.4% | -26.7% | +1,031.1% | +854.6% |
| All | +1,428.5% | +361.9% | +1,066.6% | +495.5% |
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