+901.5%
LITE vs BSX
+7.0%
+894.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +3.5% |
| 7D | -1.5% | +2.0% | -3.6% | -2.1% |
| 30D | +6.7% | +0.1% | +6.5% | +6.2% |
| 3M | -6.8% | -2.1% | -4.6% | -6.7% |
| 6M | +29.4% | -33.8% | +63.2% | +49.9% |
| YTD | +139.1% | -49.9% | +189.0% | +209.8% |
| 1Y | +521.0% | -55.4% | +576.4% | +754.4% |
| 3Y | +1,535.3% | -10.9% | +1,546.1% | +1,472.2% |
| All | +901.5% | +7.0% | +894.5% | +781.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling