+57.6%
T vs BIIB
-5.0%
+62.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +2.0% | -0.4% | +2.4% | +2.0% |
| 30D | -1.0% | +10.5% | -11.5% | -2.0% |
| 3M | -8.1% | +24.3% | -32.4% | -10.3% |
| 6M | -8.3% | +28.0% | -36.3% | -10.9% |
| YTD | -6.1% | +44.0% | -50.1% | -10.4% |
| 1Y | -7.4% | +58.8% | -66.2% | -12.7% |
| 3Y | +65.4% | +12.7% | +52.7% | +62.7% |
| 5Y | +57.6% | -4.9% | +62.6% | +56.4% |
| All | +57.6% | -5.0% | +62.6% | +56.4% |
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