+2,139.0%
SHEL vs BIIB
+6,983.3%
-4,844.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.8% | +6.3% | +2.8% |
| 7D | +1.9% | -1.6% | +3.6% | +2.0% |
| 30D | +8.7% | +2.2% | +6.5% | +8.4% |
| 3M | +11.0% | +10.3% | +0.6% | +9.9% |
| 6M | +14.6% | +14.9% | -0.4% | +13.0% |
| YTD | +33.3% | +20.7% | +12.5% | +30.7% |
| 1Y | +37.9% | +50.3% | -12.5% | +32.8% |
| 3Y | +69.7% | -18.0% | +87.7% | +70.5% |
| 5Y | +190.2% | -33.9% | +224.1% | +193.5% |
| 10Y | +197.0% | -30.9% | +227.9% | +188.5% |
| All | +2,139.0% | +6,983.3% | -4,844.3% | +1,419.8% |
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 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