+7,210.0%
URI vs BIIB
+4,266.6%
+2,943.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.7% |
| 7D | -9.8% | -2.1% | -7.7% | -9.3% |
| 30D | +1.7% | +11.8% | -10.0% | -1.0% |
| 3M | -9.1% | +20.4% | -29.4% | -13.3% |
| 6M | +9.9% | +30.2% | -20.4% | +2.3% |
| YTD | +31.2% | +41.1% | -9.9% | +19.4% |
| 1Y | +25.9% | +58.4% | -32.5% | +11.3% |
| 3Y | +147.4% | -0.1% | +147.5% | +140.8% |
| 5Y | +179.7% | -10.9% | +190.6% | +174.6% |
| 10Y | +1,419.5% | -10.3% | +1,429.9% | +1,198.2% |
| All | +7,210.0% | +4,266.6% | +2,943.4% | +1,229.6% |
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