+129.4%
LITE vs BB
+100.0%
+29.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.5% | +5.2% | +8.7% |
| 7D | -12.9% | +15.0% | -27.9% | -16.9% |
| 30D | -46.0% | +3.5% | -49.4% | -46.2% |
| 3M | -33.0% | +2.7% | -35.7% | -33.5% |
| 6M | -34.0% | +44.7% | -78.8% | -33.3% |
| YTD | +61.7% | +143.3% | -81.5% | +50.1% |
| All | +129.4% | +100.0% | +29.4% | +126.6% |
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