+490.8%
LITE vs BBY
-2.4%
+493.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.4% | +5.6% |
| 7D | -35.9% | +4.2% | -40.1% | -36.7% |
| 30D | -51.5% | +17.8% | -69.3% | -54.1% |
| 3M | -35.7% | +25.8% | -61.5% | -41.2% |
| 6M | -43.0% | +73.8% | -116.8% | -54.8% |
| YTD | +46.1% | +54.7% | -8.6% | +19.0% |
| 1Y | +124.7% | +33.4% | +91.3% | +96.1% |
| 3Y | +1,172.1% | +72.2% | +1,099.9% | +863.9% |
| All | +490.8% | -2.4% | +493.3% | +394.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling