+10.3%
SONY vs BIIB
-28.1%
+38.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -2.7% | -1.7% | -1.0% | -2.3% |
| 30D | +1.5% | +4.0% | -2.4% | +0.7% |
| 3M | +13.0% | +8.6% | +4.4% | +10.6% |
| 6M | +11.2% | +14.0% | -2.8% | +7.4% |
| YTD | -6.6% | +23.4% | -30.0% | -11.6% |
| 1Y | -18.1% | +45.9% | -64.0% | -25.6% |
| 3Y | +42.1% | -16.1% | +58.2% | +43.0% |
| All | +10.3% | -28.1% | +38.3% | +11.0% |
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