+19.9%
XBI vs BIIB
-28.1%
+48.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -4.6% | -1.7% | -3.0% | -4.0% |
| 30D | -2.0% | +4.0% | -6.0% | -3.6% |
| 3M | +17.8% | +8.6% | +9.2% | +12.8% |
| 6M | +23.7% | +14.0% | +9.7% | +15.3% |
| YTD | +28.2% | +23.4% | +4.8% | +14.5% |
| 1Y | +64.0% | +45.9% | +18.1% | +34.6% |
| 3Y | +99.4% | -16.1% | +115.5% | +107.4% |
| All | +19.9% | -28.1% | +48.0% | +33.5% |
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 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