+48.8%
PFE vs BIIB
-20.7%
+69.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | -1.7% | +2.0% | -3.7% | -2.0% |
| 30D | +0.3% | +8.8% | -8.5% | -1.1% |
| 3M | +9.4% | +20.3% | -10.9% | +6.0% |
| 6M | +14.9% | +23.9% | -9.0% | +10.6% |
| YTD | +23.8% | +44.0% | -20.2% | +15.9% |
| 1Y | +19.5% | +53.8% | -34.3% | +10.7% |
| 3Y | +21.0% | +13.8% | +7.2% | +15.7% |
| 5Y | -23.9% | -6.3% | -17.6% | -26.3% |
| All | +48.8% | -20.7% | +69.5% | +35.4% |
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