+521.0%
LITE vs BBIO
+44.0%
+477.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.3% |
| 7D | -1.5% | -2.3% | +0.8% | -0.7% |
| 30D | +6.7% | -8.7% | +15.4% | +10.2% |
| 3M | -6.8% | +11.2% | -17.9% | -10.4% |
| 6M | +29.4% | +12.5% | +17.0% | +23.3% |
| YTD | +139.1% | -2.2% | +141.2% | +137.8% |
| 1Y | +521.0% | +44.4% | +476.6% | +390.1% |
| All | +521.0% | +44.0% | +477.0% | +390.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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