+6,893.4%
URI vs BIIB
+3,782.7%
+3,110.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.0% |
| 7D | -2.0% | +1.1% | -3.0% | -2.3% |
| 30D | -12.9% | +6.9% | -19.8% | -14.4% |
| 3M | -6.7% | +12.4% | -19.1% | -9.8% |
| 6M | +19.0% | +16.3% | +2.7% | +13.8% |
| YTD | +25.5% | +25.5% | +0.1% | +17.7% |
| 1Y | +5.5% | +57.8% | -52.3% | -6.7% |
| 3Y | +111.3% | -17.3% | +128.7% | +115.7% |
| 5Y | +198.6% | -33.8% | +232.4% | +214.6% |
| 10Y | +1,179.9% | -29.6% | +1,209.5% | +1,063.0% |
| All | +6,893.4% | +3,782.7% | +3,110.7% | +1,210.5% |
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