+1,037.9%
LITE vs BBIO
+155.8%
+882.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.5% |
| 7D | +10.8% | +5.4% | +5.4% | +10.1% |
| 30D | -33.4% | +20.6% | -54.0% | -34.9% |
| 3M | -32.2% | -3.6% | -28.7% | -32.0% |
| 6M | -42.1% | +14.1% | -56.2% | -43.1% |
| YTD | +61.9% | +2.4% | +59.5% | +60.4% |
| 1Y | +163.0% | +20.4% | +142.6% | +155.8% |
| 3Y | +1,358.0% | +184.5% | +1,173.5% | +1,176.4% |
| 5Y | +549.9% | +63.5% | +486.4% | +420.1% |
| All | +1,037.9% | +155.8% | +882.1% | +646.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling