+1,684.7%
LITE vs BBIO
+136.9%
+1,547.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.7% | -0.7% | -4.8% |
| 7D | +10.4% | -3.9% | +14.3% | +11.0% |
| 30D | +14.0% | -13.4% | +27.4% | +16.0% |
| 3M | +9.7% | +7.6% | +2.1% | +8.7% |
| 6M | +39.2% | -2.4% | +41.7% | +39.4% |
| YTD | +153.9% | -5.2% | +159.1% | +154.1% |
| 1Y | +467.5% | +36.9% | +430.6% | +445.0% |
| 3Y | +1,784.2% | +155.2% | +1,629.0% | +1,570.2% |
| 5Y | +990.3% | +44.0% | +946.3% | +786.1% |
| All | +1,684.7% | +136.9% | +1,547.8% | +1,082.1% |
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