+411.6%
ROIV vs BIIB
-11.1%
+422.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.8% | +4.4% | +5.6% |
| 7D | +5.3% | -2.1% | +7.4% | +6.2% |
| 30D | +11.9% | +11.8% | +0.1% | +7.8% |
| 3M | +10.7% | +20.4% | -9.7% | +3.7% |
| 6M | +34.9% | +30.2% | +4.7% | +21.5% |
| YTD | +79.2% | +41.1% | +38.1% | +55.9% |
| 1Y | +89.0% | +58.4% | +30.6% | +57.2% |
| 3Y | +337.3% | -0.1% | +337.5% | +318.1% |
| All | +411.6% | -11.1% | +422.7% | +277.8% |
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 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