+12,291.1%
TROW vs BIIB
+6,924.3%
+5,366.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -1.5% | -5.4% | +3.9% | -0.7% |
| 30D | -5.3% | +1.7% | -7.0% | -5.6% |
| 3M | +2.9% | +5.8% | -2.9% | +1.8% |
| 6M | +22.2% | +11.9% | +10.3% | +19.6% |
| YTD | +8.1% | +19.7% | -11.7% | +4.4% |
| 1Y | +5.8% | +46.7% | -40.9% | -1.2% |
| 3Y | +14.0% | -18.6% | +32.7% | +15.9% |
| 5Y | -38.3% | -29.8% | -8.5% | -36.6% |
| 10Y | +131.7% | -28.8% | +160.5% | +123.5% |
| All | +12,291.1% | +6,924.3% | +5,366.7% | +6,520.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling