+521.0%
LITE vs BSX
-55.6%
+576.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +4.4% |
| 7D | -1.5% | +2.0% | -3.6% | -1.1% |
| 30D | +6.7% | +0.1% | +6.5% | +6.8% |
| 3M | -6.8% | -2.1% | -4.6% | -4.9% |
| 6M | +29.4% | -33.8% | +63.2% | +27.5% |
| YTD | +139.1% | -49.9% | +189.0% | +115.8% |
| 1Y | +521.0% | -55.4% | +576.4% | +377.4% |
| All | +521.0% | -55.6% | +576.6% | +377.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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