+376.3%
PSX vs BIIB
-26.8%
+403.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.2% |
| 7D | +1.5% | -4.0% | +5.6% | +2.1% |
| 30D | +15.8% | +5.7% | +10.2% | +14.8% |
| 3M | +43.0% | +10.9% | +32.1% | +40.4% |
| 6M | +61.1% | +14.3% | +46.7% | +57.0% |
| YTD | +104.5% | +22.4% | +82.1% | +96.9% |
| 1Y | +102.5% | +51.1% | +51.5% | +88.5% |
| 3Y | +133.5% | -16.8% | +150.3% | +133.6% |
| 5Y | +367.0% | -28.1% | +395.1% | +368.8% |
| All | +376.3% | -26.8% | +403.1% | +350.6% |
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