+901.5%
LITE vs IBB
+22.5%
+879.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.7% |
| 7D | -1.5% | +1.4% | -3.0% | -2.8% |
| 30D | +6.7% | +10.5% | -3.8% | -2.8% |
| 3M | -6.8% | +23.6% | -30.4% | -23.5% |
| 6M | +29.4% | +22.6% | +6.8% | +6.4% |
| YTD | +139.1% | +25.7% | +113.4% | +92.7% |
| 1Y | +521.0% | +51.4% | +469.6% | +329.5% |
| 3Y | +1,535.3% | +64.4% | +1,470.9% | +965.1% |
| All | +901.5% | +22.5% | +879.1% | +562.1% |
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