+3,068.2%
LITE vs BMY
+29.8%
+3,038.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.6% | +7.2% | +6.0% |
| 7D | -35.9% | -0.5% | -35.4% | -35.9% |
| 30D | -51.5% | +4.1% | -55.6% | -52.2% |
| 3M | -35.7% | -3.1% | -32.6% | -35.8% |
| 6M | -43.0% | +11.0% | -54.0% | -45.6% |
| YTD | +46.1% | +19.1% | +27.0% | +36.7% |
| 1Y | +124.7% | +37.8% | +86.9% | +101.2% |
| 3Y | +1,172.1% | +34.2% | +1,137.9% | +1,015.4% |
| 5Y | +477.0% | +27.2% | +449.8% | +408.4% |
| 10Y | +1,465.7% | +72.1% | +1,393.6% | +1,200.3% |
| All | +3,068.2% | +29.8% | +3,038.3% | +2,415.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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