+298.8%
ROIV vs BIIB
-13.1%
+312.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -3.8% | +22.5% | +19.7% |
| 7D | +20.2% | -1.6% | +21.8% | +20.4% |
| 30D | +14.1% | +2.2% | +12.0% | +13.2% |
| 3M | +45.6% | +10.3% | +35.3% | +40.8% |
| 6M | +44.1% | +14.9% | +29.2% | +37.2% |
| YTD | +91.2% | +20.7% | +70.4% | +79.5% |
| 1Y | +221.3% | +50.3% | +171.0% | +183.9% |
| 3Y | +229.2% | -18.0% | +247.2% | +231.2% |
| 5Y | +316.5% | -33.9% | +350.4% | +300.9% |
| All | +298.8% | -13.1% | +312.0% | +278.2% |
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