-63.8%
IOVA vs BIIB
-34.0%
-29.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.7% | +1.3% |
| 7D | +5.1% | -1.6% | +6.7% | +6.1% |
| 30D | +37.2% | +2.2% | +35.0% | +35.1% |
| 3M | +117.5% | +10.3% | +107.2% | +102.5% |
| 6M | +69.6% | +14.9% | +54.6% | +52.8% |
| YTD | +218.7% | +20.7% | +197.9% | +174.6% |
| 1Y | +265.5% | +50.3% | +215.2% | +172.3% |
| 3Y | +46.2% | -18.0% | +64.2% | +51.6% |
| All | -63.8% | -34.0% | -29.8% | -58.1% |
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