+43.3%
SHEL vs BIIB
+68.6%
-25.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.5% | -2.1% |
| 7D | -3.2% | +4.3% | -7.4% | -3.0% |
| 30D | +5.5% | +13.8% | -8.3% | +6.3% |
| 3M | +14.4% | +22.1% | -7.7% | +15.6% |
| 6M | +16.2% | +35.9% | -19.8% | +18.2% |
| YTD | +42.4% | +44.6% | -2.2% | +44.6% |
| 1Y | +43.3% | +70.4% | -27.1% | +47.1% |
| All | +43.3% | +68.6% | -25.4% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling