+129.6%
LTH vs BIIB
-5.0%
+134.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +0.3% | -0.4% | +0.7% | +0.3% |
| 30D | +17.7% | +10.5% | +7.3% | +14.5% |
| 3M | +8.5% | +24.3% | -15.8% | +1.9% |
| 6M | +46.9% | +28.0% | +18.9% | +36.0% |
| YTD | +78.8% | +44.0% | +34.8% | +58.9% |
| 1Y | +84.9% | +58.8% | +26.1% | +59.4% |
| 3Y | +246.4% | +12.7% | +233.6% | +228.1% |
| 5Y | +129.6% | -4.9% | +134.5% | +135.1% |
| All | +129.6% | -5.0% | +134.5% | +135.1% |
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