+16.7%
INDA vs BIIB
+13.5%
+3.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | +1.1% | +2.0% | -0.9% | +0.9% |
| 30D | +9.4% | +8.8% | +0.5% | +8.6% |
| 3M | +2.9% | +20.3% | -17.4% | +1.4% |
| 6M | +7.2% | +23.9% | -16.7% | +5.3% |
| YTD | -4.8% | +44.0% | -48.8% | -7.9% |
| 1Y | -5.1% | +53.8% | -58.9% | -8.8% |
| 3Y | +16.7% | +13.8% | +2.8% | +12.3% |
| All | +16.7% | +13.5% | +3.2% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling