+1,938.3%
LITE vs BBIO
+167.2%
+1,771.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.5% |
| 7D | +13.6% | -0.5% | +14.1% | +13.8% |
| 30D | +21.6% | -10.1% | +31.7% | +25.7% |
| 3M | +20.3% | +12.4% | +7.9% | +15.5% |
| 6M | +54.4% | +15.9% | +38.5% | +45.6% |
| YTD | +168.3% | -0.5% | +168.9% | +163.5% |
| 1Y | +551.8% | +42.2% | +509.6% | +467.3% |
| All | +1,938.3% | +167.2% | +1,771.1% | +1,180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling