+251.1%
PH vs BIIB
-34.6%
+285.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.5% |
| 7D | 0.0% | -5.4% | +5.4% | +1.2% |
| 30D | -10.3% | +1.7% | -12.0% | -10.7% |
| 3M | +5.1% | +5.8% | -0.8% | +3.2% |
| 6M | +2.3% | +11.9% | -9.7% | -1.1% |
| YTD | +8.7% | +19.7% | -11.1% | +3.1% |
| 1Y | +26.8% | +46.7% | -20.0% | +14.2% |
| 3Y | +139.2% | -18.6% | +157.8% | +142.5% |
| 5Y | +251.1% | -29.8% | +280.9% | +278.1% |
| All | +251.1% | -34.6% | +285.7% | +278.1% |
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 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