+33.1%
PFE vs BIIB
-28.4%
+61.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -4.3% | -5.4% | +1.1% | -3.4% |
| 30D | +2.7% | +1.7% | +1.0% | +2.4% |
| 3M | +10.0% | +5.8% | +4.1% | +8.8% |
| 6M | +7.2% | +11.9% | -4.8% | +4.8% |
| YTD | +17.3% | +19.7% | -2.4% | +13.2% |
| 1Y | +20.3% | +46.7% | -26.4% | +12.3% |
| 3Y | -1.6% | -18.6% | +17.0% | -1.0% |
| 5Y | -21.4% | -29.8% | +8.4% | -20.4% |
| All | +33.1% | -28.4% | +61.5% | +27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling