-41.8%
TECH vs BIIB
-34.6%
-7.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -0.1% | -5.4% | +5.3% | +2.0% |
| 30D | +0.3% | +1.7% | -1.4% | -0.5% |
| 3M | +32.9% | +5.8% | +27.1% | +28.9% |
| 6M | +32.1% | +11.9% | +20.1% | +24.4% |
| YTD | +23.4% | +19.7% | +3.6% | +12.3% |
| 1Y | +34.1% | +46.7% | -12.7% | +12.1% |
| 3Y | +2.2% | -18.6% | +20.8% | +1.4% |
| 5Y | -41.8% | -29.8% | -12.0% | -39.7% |
| All | -41.8% | -34.6% | -7.3% | -39.7% |
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