+562.5%
LITE vs BIIB
-7.5%
+569.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -4.7% |
| 7D | +10.8% | +2.0% | +8.7% | +10.4% |
| 30D | -33.4% | +8.8% | -42.3% | -34.5% |
| 3M | -32.2% | +20.3% | -52.5% | -35.0% |
| 6M | -42.1% | +23.9% | -66.0% | -45.4% |
| YTD | +61.9% | +44.0% | +17.9% | +46.5% |
| 1Y | +163.0% | +53.8% | +109.2% | +134.3% |
| 3Y | +1,358.0% | +13.8% | +1,344.2% | +1,273.6% |
| All | +562.5% | -7.5% | +569.9% | +579.6% |
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 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