-41.2%
TECH vs BIIB
-5.0%
-36.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +0.3% | +10.5% | -10.1% | -3.5% |
| 3M | +1.0% | +24.3% | -23.3% | -7.4% |
| 6M | +54.0% | +28.0% | +26.0% | +38.3% |
| YTD | +24.3% | +44.0% | -19.7% | +5.2% |
| 1Y | +23.7% | +58.8% | -35.1% | +0.5% |
| 3Y | +28.5% | +12.7% | +15.7% | +13.8% |
| 5Y | -41.2% | -4.9% | -36.3% | -47.2% |
| All | -41.2% | -5.0% | -36.3% | -47.2% |
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