+1,563.7%
LITE vs IBB
+64.8%
+1,498.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.8% |
| 7D | -1.5% | +1.4% | -3.0% | -3.0% |
| 30D | +6.7% | +10.5% | -3.8% | -4.5% |
| 3M | -6.8% | +23.6% | -30.4% | -26.6% |
| 6M | +29.4% | +22.6% | +6.8% | +2.1% |
| YTD | +139.1% | +25.7% | +113.4% | +83.6% |
| 1Y | +521.0% | +51.4% | +469.6% | +291.0% |
| All | +1,563.7% | +64.8% | +1,498.9% | +734.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling