+1,081.2%
LPLA vs BIIB
+287.6%
+793.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.9% | -2.8% |
| 7D | -2.8% | +2.7% | -5.5% | -3.2% |
| 30D | -10.2% | +9.4% | -19.6% | -11.4% |
| 3M | -22.3% | +19.9% | -42.2% | -24.6% |
| 6M | -0.5% | +25.6% | -26.1% | -4.6% |
| YTD | -17.9% | +42.3% | -60.2% | -23.2% |
| 1Y | -22.0% | +55.1% | -77.2% | -28.2% |
| 3Y | +29.4% | +11.4% | +18.0% | +24.3% |
| 5Y | +81.2% | -7.4% | +88.6% | +76.3% |
| 10Y | +773.4% | -21.5% | +794.9% | +688.3% |
| All | +1,081.2% | +287.6% | +793.6% | +524.8% |
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