+154.4%
TRV vs BIIB
-28.6%
+183.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.3% |
| 7D | -1.5% | -4.0% | +2.6% | -1.0% |
| 30D | -1.8% | +5.7% | -7.5% | -2.5% |
| 3M | +21.6% | +10.9% | +10.7% | +19.9% |
| 6M | +22.5% | +14.3% | +8.1% | +20.1% |
| YTD | +28.1% | +22.4% | +5.7% | +24.5% |
| 1Y | +37.0% | +51.1% | -14.0% | +29.5% |
| 3Y | +141.9% | -16.8% | +158.7% | +139.8% |
| All | +154.4% | -28.6% | +183.0% | +170.2% |
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