+83.4%
JNJ vs BIIB
-28.2%
+111.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.6% |
| 7D | -4.3% | -4.0% | -0.3% | -3.8% |
| 30D | +3.0% | +5.7% | -2.6% | +2.2% |
| 3M | +12.2% | +10.9% | +1.3% | +10.5% |
| 6M | +10.5% | +14.3% | -3.9% | +8.1% |
| YTD | +30.8% | +22.4% | +8.4% | +26.5% |
| 1Y | +54.9% | +51.1% | +3.9% | +45.2% |
| 3Y | +80.7% | -16.8% | +97.5% | +79.4% |
| 5Y | +83.4% | -28.1% | +111.6% | +88.0% |
| All | +83.4% | -28.2% | +111.6% | +88.0% |
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