+1,077.0%
TER vs BIIB
-20.9%
+1,097.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.2% | +8.3% |
| 7D | +5.9% | -0.4% | +6.3% | +6.2% |
| 30D | -30.8% | +10.5% | -41.2% | -32.3% |
| 3M | -29.9% | +24.3% | -54.2% | -33.4% |
| 6M | -27.5% | +28.0% | -55.5% | -31.9% |
| YTD | +37.5% | +44.0% | -6.5% | +24.5% |
| 1Y | +50.3% | +58.8% | -8.6% | +32.8% |
| 3Y | +204.9% | +12.7% | +192.2% | +187.5% |
| 5Y | +89.2% | -4.9% | +94.1% | +82.0% |
| 10Y | +1,077.0% | -20.6% | +1,097.6% | +966.3% |
| All | +1,077.0% | -20.9% | +1,097.8% | +966.3% |
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