+7,480.5%
USB vs BIIB
+7,261.0%
+219.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | -0.1% |
| 7D | +1.4% | +1.1% | +0.4% | +1.3% |
| 30D | -1.3% | +6.9% | -8.2% | -2.0% |
| 3M | +15.2% | +12.4% | +2.8% | +13.7% |
| 6M | +18.8% | +16.3% | +2.6% | +16.7% |
| YTD | +21.0% | +25.5% | -4.5% | +17.8% |
| 1Y | +34.0% | +57.8% | -23.8% | +27.4% |
| 3Y | +95.3% | -17.3% | +112.7% | +96.9% |
| 5Y | +40.4% | -33.8% | +74.2% | +43.0% |
| 10Y | +107.3% | -29.6% | +136.9% | +101.2% |
| All | +7,480.5% | +7,261.0% | +219.5% | +5,608.2% |
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 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