+7,114.5%
USB vs BIIB
+8,031.0%
-916.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -1.7% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | +4.3% | +9.4% | -5.1% | +3.4% |
| 3M | -6.1% | +18.1% | -24.1% | -7.6% |
| 6M | +9.4% | +29.0% | -19.6% | +6.4% |
| YTD | +15.2% | +38.6% | -23.4% | +11.0% |
| 1Y | +32.8% | +59.0% | -26.2% | +26.2% |
| 3Y | +91.3% | -2.2% | +93.5% | +89.7% |
| 5Y | +22.7% | -12.5% | +35.1% | +21.8% |
| 10Y | +97.0% | -11.9% | +109.0% | +87.3% |
| All | +7,114.5% | +8,031.0% | -916.5% | +5,277.6% |
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