+2,614.7%
LITE vs BSX
+85.2%
+2,529.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +13.6% | -7.0% | +20.6% | +17.0% |
| 30D | +21.6% | -10.9% | +32.5% | +27.1% |
| 3M | +20.3% | -8.2% | +28.5% | +22.5% |
| 6M | +54.4% | -37.5% | +91.8% | +87.6% |
| YTD | +168.3% | -52.8% | +221.2% | +273.1% |
| 1Y | +551.8% | -58.4% | +610.2% | +865.8% |
| 3Y | +1,891.5% | -16.5% | +1,908.0% | +1,875.2% |
| 5Y | +1,014.7% | -1.0% | +1,015.7% | +879.1% |
| 10Y | +2,614.7% | +91.2% | +2,523.5% | +1,659.9% |
| All | +2,614.7% | +85.2% | +2,529.6% | +1,659.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling