+302.5%
PSX vs BIIB
-7.5%
+310.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | +7.8% | +2.0% | +5.8% | +7.5% |
| 30D | -10.9% | +8.8% | -19.7% | -12.2% |
| 3M | +14.5% | +20.3% | -5.8% | +10.8% |
| 6M | +56.1% | +23.9% | +32.2% | +49.6% |
| YTD | +109.6% | +44.0% | +65.6% | +94.1% |
| 1Y | +95.5% | +53.8% | +41.7% | +78.6% |
| 3Y | +156.2% | +13.8% | +142.4% | +139.1% |
| All | +302.5% | -7.5% | +310.0% | +280.1% |
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