+149.7%
XBI vs BIIB
-26.2%
+175.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -4.6% | -1.7% | -3.0% | -4.2% |
| 30D | -2.0% | +4.0% | -6.0% | -3.2% |
| 3M | +17.8% | +8.6% | +9.2% | +14.1% |
| 6M | +23.7% | +14.0% | +9.7% | +17.5% |
| YTD | +28.2% | +23.4% | +4.8% | +18.1% |
| 1Y | +64.0% | +45.9% | +18.1% | +42.5% |
| 3Y | +99.4% | -16.1% | +115.5% | +104.8% |
| 5Y | +19.3% | -27.6% | +46.9% | +25.4% |
| All | +149.7% | -26.2% | +175.9% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling