+232.7%
LITE vs IBB
+42.2%
+190.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.6% | -10.5% | -9.3% |
| 7D | -31.4% | +2.2% | -33.6% | -32.1% |
| 30D | -42.6% | +6.3% | -48.9% | -44.2% |
| 3M | -26.2% | +16.3% | -42.5% | -33.9% |
| 6M | -35.8% | +30.0% | -65.8% | -49.1% |
| YTD | +70.0% | +31.1% | +38.9% | +31.8% |
| 1Y | +232.7% | +42.0% | +190.8% | +108.5% |
| All | +232.7% | +42.2% | +190.5% | +108.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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