+75.2%
LMT vs BIIB
-28.2%
+103.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.2% | +0.9% |
| 7D | -0.5% | -4.0% | +3.5% | -0.3% |
| 30D | -10.8% | +5.7% | -16.4% | -11.1% |
| 3M | +1.6% | +10.9% | -9.3% | +0.9% |
| 6M | -17.6% | +14.3% | -31.9% | -18.3% |
| YTD | +11.6% | +22.4% | -10.8% | +10.0% |
| 1Y | +17.2% | +51.1% | -33.8% | +13.9% |
| 3Y | +35.7% | -16.8% | +52.5% | +35.9% |
| 5Y | +75.2% | -28.1% | +103.3% | +76.7% |
| All | +75.2% | -28.2% | +103.4% | +76.7% |
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