+327.2%
SMH vs BIIB
-28.1%
+355.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +0.3% | -1.7% | +1.9% | +0.6% |
| 30D | -2.8% | +4.0% | -6.8% | -3.8% |
| 3M | -6.7% | +8.6% | -15.3% | -9.2% |
| 6M | +41.8% | +14.0% | +27.8% | +35.7% |
| YTD | +57.9% | +23.4% | +34.5% | +47.6% |
| 1Y | +87.6% | +45.9% | +41.7% | +67.0% |
| 3Y | +282.9% | -16.1% | +299.1% | +286.5% |
| All | +327.2% | -28.1% | +355.3% | +346.0% |
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