-68.3%
U vs BIIB
-34.6%
-33.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | +4.4% | -5.4% | +9.7% | +6.6% |
| 30D | -1.3% | +1.7% | -3.0% | -2.2% |
| 3M | +49.6% | +5.8% | +43.7% | +44.5% |
| 6M | +100.2% | +11.9% | +88.2% | +86.3% |
| YTD | -3.7% | +19.7% | -23.4% | -14.6% |
| 1Y | -6.5% | +46.7% | -53.3% | -26.0% |
| 3Y | +12.9% | -18.6% | +31.5% | +20.8% |
| 5Y | -68.3% | -29.8% | -38.5% | -61.1% |
| All | -68.3% | -34.6% | -33.7% | -61.1% |
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