+95.0%
JCI vs BIIB
-7.5%
+102.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.4% | -2.5% |
| 7D | +3.2% | +2.0% | +1.2% | +2.9% |
| 30D | -8.6% | +8.8% | -17.4% | -10.0% |
| 3M | -7.7% | +20.3% | -28.0% | -10.8% |
| 6M | -2.6% | +23.9% | -26.5% | -6.8% |
| YTD | +17.4% | +44.0% | -26.6% | +8.5% |
| 1Y | +16.9% | +53.8% | -36.9% | +6.5% |
| 3Y | +186.7% | +13.8% | +172.9% | +172.1% |
| All | +95.0% | -7.5% | +102.5% | +82.3% |
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 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