+284.5%
ROIV vs BIIB
+2.4%
+282.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -4.2% |
| 7D | +9.2% | +2.7% | +6.5% | +8.5% |
| 30D | +19.9% | +9.4% | +10.5% | +17.3% |
| 3M | +10.6% | +19.9% | -9.3% | +5.4% |
| 6M | +36.1% | +25.6% | +10.4% | +27.2% |
| YTD | +84.3% | +42.3% | +42.0% | +66.0% |
| 1Y | +87.6% | +55.1% | +32.5% | +64.9% |
| 3Y | +353.9% | +11.4% | +342.5% | +324.3% |
| 5Y | +376.1% | -7.4% | +383.4% | +338.9% |
| All | +284.5% | +2.4% | +282.1% | +249.8% |
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