+5,083.9%
LITE vs BB
-0.3%
+5,084.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | -1.5% | -5.6% | +4.1% | -0.1% |
| 30D | +6.7% | -11.8% | +18.5% | +9.8% |
| 3M | -6.8% | -25.5% | +18.8% | -0.2% |
| 6M | +29.4% | +121.3% | -91.8% | +6.1% |
| YTD | +139.1% | +103.2% | +35.9% | +99.2% |
| 1Y | +521.0% | +102.6% | +418.4% | +415.5% |
| 3Y | +1,535.3% | +37.5% | +1,497.8% | +1,308.0% |
| 5Y | +889.8% | -30.4% | +920.3% | +835.8% |
| 10Y | +2,400.7% | 0.0% | +2,400.7% | +1,687.1% |
| All | +5,083.9% | -0.3% | +5,084.1% | +3,520.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling