+146.1%
LITE vs BB
+100.9%
+45.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.6% | -2.5% |
| 7D | +22.6% | +9.0% | +13.6% | +19.1% |
| 30D | -36.8% | +7.7% | -44.4% | -37.7% |
| 3M | -33.0% | +4.0% | -37.0% | -33.5% |
| 6M | -37.1% | +46.6% | -83.7% | -35.9% |
| YTD | +69.5% | +140.6% | -71.2% | +59.2% |
| 1Y | +146.1% | +103.1% | +43.0% | +138.2% |
| All | +146.1% | +100.9% | +45.2% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling