+252.8%
SPOT vs BIIB
-19.0%
+271.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -3.1% | -1.7% | -1.4% | -2.9% |
| 30D | +7.4% | +4.0% | +3.4% | +6.9% |
| 3M | +8.2% | +8.6% | -0.4% | +6.9% |
| 6M | +2.2% | +14.0% | -11.8% | +0.2% |
| YTD | -9.5% | +23.4% | -32.9% | -12.4% |
| 1Y | -23.8% | +45.9% | -69.7% | -28.1% |
| 3Y | +233.5% | -16.1% | +249.6% | +237.0% |
| 5Y | +112.2% | -27.6% | +139.8% | +113.5% |
| All | +252.8% | -19.0% | +271.8% | +234.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling