+552.8%
LITE vs IBB
+43.7%
+509.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.8% | +7.9% | +8.3% |
| 7D | -12.9% | +2.7% | -15.6% | -14.2% |
| 30D | -46.0% | +6.3% | -52.3% | -48.0% |
| 3M | -33.0% | +11.1% | -44.1% | -39.0% |
| 6M | -34.0% | +29.2% | -63.3% | -48.3% |
| YTD | +61.7% | +30.2% | +31.5% | +26.4% |
| 1Y | +148.3% | +39.5% | +108.8% | +83.1% |
| 3Y | +1,408.5% | +92.3% | +1,316.2% | +764.1% |
| All | +552.8% | +43.7% | +509.1% | +328.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling