+67.1%
V vs BIIB
-35.6%
+102.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.1% | -1.0% |
| 7D | -1.1% | -1.6% | +0.6% | -0.8% |
| 30D | +1.9% | +2.2% | -0.3% | +1.4% |
| 3M | +15.5% | +10.3% | +5.2% | +13.2% |
| 6M | +16.6% | +14.9% | +1.7% | +13.2% |
| YTD | +5.7% | +20.7% | -15.0% | +1.4% |
| 1Y | +8.6% | +50.3% | -41.8% | -0.4% |
| 3Y | +52.5% | -18.0% | +70.5% | +53.8% |
| 5Y | +67.1% | -33.9% | +101.0% | +78.8% |
| All | +67.1% | -35.6% | +102.8% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling