+1,269.2%
SMH vs BIIB
+655.6%
+613.7%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.8% | +5.0% | +2.2% |
| 7D | +5.2% | -1.6% | +6.9% | +5.6% |
| 30D | -1.5% | +2.2% | -3.7% | -2.2% |
| 3M | -4.1% | +10.3% | -14.4% | -7.3% |
| 6M | +50.8% | +14.9% | +35.8% | +43.6% |
| YTD | +59.3% | +20.7% | +38.6% | +49.4% |
| 1Y | +94.1% | +50.3% | +43.8% | +71.0% |
| 3Y | +286.7% | -18.0% | +304.7% | +293.1% |
| 5Y | +339.4% | -33.9% | +373.3% | +361.4% |
| 10Y | +1,803.3% | -30.9% | +1,834.2% | +1,634.5% |
| All | +1,269.2% | +655.6% | +613.7% | +371.6% |
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