+183.5%
TECH vs BIIB
-26.8%
+210.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.5% | -0.7% |
| 7D | -0.5% | -4.0% | +3.5% | +0.3% |
| 30D | 0.0% | +5.7% | -5.6% | -1.3% |
| 3M | +37.4% | +10.9% | +26.5% | +33.8% |
| 6M | +36.9% | +14.3% | +22.5% | +31.9% |
| YTD | +23.1% | +22.4% | +0.7% | +16.6% |
| 1Y | +42.2% | +51.1% | -8.8% | +28.7% |
| 3Y | +1.9% | -16.8% | +18.8% | +2.3% |
| 5Y | -42.9% | -28.1% | -14.8% | -42.4% |
| All | +183.5% | -26.8% | +210.3% | +171.6% |
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 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