+105.5%
V vs BIIB
-6.3%
+111.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.6% |
| 7D | -0.8% | +2.4% | -3.1% | -1.2% |
| 30D | +9.5% | +12.9% | -3.4% | +7.1% |
| 3M | +16.7% | +22.6% | -5.9% | +12.3% |
| 6M | +32.9% | +31.7% | +1.2% | +25.9% |
| YTD | +21.1% | +44.8% | -23.7% | +12.3% |
| 1Y | +26.6% | +63.9% | -37.3% | +14.7% |
| 3Y | +78.4% | +13.5% | +64.9% | +68.9% |
| 5Y | +105.5% | -5.6% | +111.1% | +106.3% |
| All | +105.5% | -6.3% | +111.8% | +106.3% |
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