+4.8%
INDA vs BIIB
-28.2%
+33.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.4% |
| 7D | -3.6% | -4.0% | +0.4% | -3.2% |
| 30D | -4.0% | +5.7% | -9.6% | -4.5% |
| 3M | +1.7% | +10.9% | -9.2% | +0.4% |
| 6M | -3.6% | +14.3% | -18.0% | -5.3% |
| YTD | -11.0% | +22.4% | -33.4% | -13.3% |
| 1Y | -9.5% | +51.1% | -60.6% | -14.1% |
| 3Y | +7.6% | -16.8% | +24.5% | +8.1% |
| 5Y | +4.8% | -28.1% | +32.9% | +7.1% |
| All | +4.8% | -28.2% | +33.0% | +7.1% |
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