+135.3%
PSX vs BIIB
-19.0%
+154.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +0.8% |
| 7D | +1.8% | -5.4% | +7.2% | +2.8% |
| 30D | +21.6% | +1.7% | +19.9% | +21.1% |
| 3M | +46.5% | +5.8% | +40.6% | +44.1% |
| 6M | +62.0% | +11.9% | +50.1% | +57.0% |
| YTD | +106.3% | +19.7% | +86.6% | +95.9% |
| 1Y | +103.0% | +46.7% | +56.2% | +82.4% |
| All | +135.3% | -19.0% | +154.3% | +111.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling