+5.5%
URI vs BIIB
+51.8%
-46.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +1.1% |
| 7D | +2.5% | -1.6% | +4.2% | +2.7% |
| 30D | -12.5% | +2.2% | -14.7% | -12.9% |
| 3M | -6.2% | +10.3% | -16.5% | -8.1% |
| 6M | +25.9% | +14.9% | +10.9% | +21.4% |
| YTD | +26.2% | +20.7% | +5.4% | +20.4% |
| 1Y | +5.5% | +50.3% | -44.8% | -1.9% |
| All | +5.5% | +51.8% | -46.3% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling