+13.8%
ORCL vs BIIB
+13.5%
+0.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.4% |
| 7D | +8.0% | +2.0% | +5.9% | +7.9% |
| 30D | -4.0% | +8.8% | -12.8% | -4.3% |
| 3M | -19.5% | +20.3% | -39.8% | -20.0% |
| 6M | -33.5% | +23.9% | -57.4% | -33.9% |
| YTD | -34.8% | +44.0% | -78.8% | -36.6% |
| 1Y | -41.6% | +53.8% | -95.4% | -43.6% |
| 3Y | +13.8% | +13.8% | -0.1% | +11.1% |
| All | +13.8% | +13.5% | +0.3% | +11.1% |
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 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