+291.1%
ROIV vs BIIB
+4.2%
+286.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +3.9% |
| 7D | +13.3% | +2.4% | +11.0% | +12.7% |
| 30D | +14.8% | +12.9% | +1.8% | +11.3% |
| 3M | +11.9% | +22.6% | -10.7% | +6.0% |
| 6M | +42.4% | +31.7% | +10.7% | +31.4% |
| YTD | +87.4% | +44.8% | +42.6% | +68.1% |
| 1Y | +97.2% | +63.9% | +33.3% | +70.9% |
| 3Y | +375.7% | +13.5% | +362.2% | +342.6% |
| 5Y | +379.0% | -5.6% | +384.6% | +339.6% |
| All | +291.1% | +4.2% | +286.9% | +254.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling