+1,358.0%
LITE vs BBY
+89.3%
+1,268.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.6% |
| 7D | +10.8% | +4.5% | +6.3% | +9.9% |
| 30D | -33.4% | +16.8% | -50.2% | -35.7% |
| 3M | -32.2% | +23.2% | -55.4% | -36.1% |
| 6M | -42.1% | +91.9% | -134.0% | -54.3% |
| YTD | +61.9% | +61.6% | +0.2% | +34.3% |
| 1Y | +163.0% | +43.9% | +119.1% | +132.0% |
| 3Y | +1,358.0% | +88.6% | +1,269.4% | +901.8% |
| All | +1,358.0% | +89.3% | +1,268.7% | +901.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling