+124.7%
LITE vs IBB
+35.8%
+89.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +3.9% | +4.5% |
| 7D | -35.9% | -1.8% | -34.1% | -34.5% |
| 30D | -51.5% | +5.1% | -56.6% | -51.8% |
| 3M | -35.7% | +10.7% | -46.4% | -39.5% |
| 6M | -43.0% | +22.9% | -65.9% | -50.9% |
| YTD | +46.1% | +26.7% | +19.4% | +20.1% |
| 1Y | +124.7% | +35.1% | +89.6% | +63.9% |
| All | +124.7% | +35.8% | +89.0% | +63.9% |
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