+1,580.8%
LITE vs BBIO
+144.5%
+1,436.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.1% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | +6.7% | -8.7% | +15.4% | +7.8% |
| 3M | -6.8% | +11.2% | -17.9% | -8.0% |
| 6M | +29.4% | +12.5% | +17.0% | +27.4% |
| YTD | +139.1% | -2.2% | +141.2% | +138.3% |
| 1Y | +521.0% | +44.4% | +476.6% | +492.5% |
| 3Y | +1,535.3% | +144.7% | +1,390.5% | +1,352.4% |
| 5Y | +889.8% | +45.0% | +844.9% | +703.9% |
| All | +1,580.8% | +144.5% | +1,436.3% | +1,008.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling