+555.0%
LITE vs BBY
+22.8%
+532.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.1% | +10.8% |
| 7D | +12.6% | +8.1% | +4.5% | +14.3% |
| 30D | +9.9% | +8.9% | +1.0% | +11.8% |
| 3M | +9.3% | +22.0% | -12.8% | +11.9% |
| 6M | +75.2% | +37.8% | +37.4% | +85.3% |
| YTD | +165.5% | +37.3% | +128.2% | +180.1% |
| 1Y | +555.0% | +21.6% | +533.4% | +660.5% |
| All | +555.0% | +22.8% | +532.1% | +660.5% |
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