+232.7%
LITE vs BBY
+33.0%
+199.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +8.0% | -15.8% | -4.1% |
| 7D | -31.4% | +4.5% | -36.0% | -29.6% |
| 30D | -42.6% | +16.0% | -58.6% | -37.7% |
| 3M | -26.2% | +18.6% | -44.8% | -18.5% |
| 6M | -35.8% | +80.1% | -115.9% | -20.3% |
| YTD | +70.0% | +57.4% | +12.6% | +112.3% |
| 1Y | +232.7% | +34.5% | +198.2% | +394.5% |
| All | +232.7% | +33.0% | +199.7% | +394.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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