+1,350.8%
LPLA vs BIIB
+241.7%
+1,109.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | 0.0% |
| 7D | -3.1% | +1.1% | -4.1% | -3.2% |
| 30D | -0.1% | +6.9% | -7.0% | -1.2% |
| 3M | +23.2% | +12.4% | +10.8% | +20.3% |
| 6M | +15.5% | +16.3% | -0.7% | +12.0% |
| YTD | +0.9% | +25.5% | -24.6% | -3.7% |
| 1Y | +0.2% | +57.8% | -57.6% | -8.4% |
| 3Y | +55.2% | -17.3% | +72.6% | +56.8% |
| 5Y | +145.4% | -33.8% | +179.2% | +152.7% |
| 10Y | +1,229.7% | -29.6% | +1,259.2% | +1,118.8% |
| All | +1,350.8% | +241.7% | +1,109.0% | +683.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling