+46.4%
PPL vs BIIB
-7.5%
+53.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.4% |
| 7D | -2.2% | +2.7% | -4.9% | -2.5% |
| 30D | +1.7% | +9.4% | -7.8% | +0.6% |
| 3M | +0.1% | +19.9% | -19.8% | -2.0% |
| 6M | -1.5% | +25.6% | -27.2% | -4.3% |
| YTD | +3.0% | +42.3% | -39.4% | -1.7% |
| 1Y | -1.4% | +55.1% | -56.6% | -7.0% |
| 3Y | +53.5% | +11.4% | +42.0% | +50.7% |
| 5Y | +46.4% | -7.4% | +53.8% | +45.0% |
| All | +46.4% | -7.5% | +53.9% | +45.0% |
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