-35.8%
LITE vs IBB
+32.8%
-68.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.6% | -10.5% | -7.5% |
| 7D | -31.4% | +2.2% | -33.6% | -31.2% |
| 30D | -42.6% | +6.3% | -48.9% | -42.0% |
| 3M | -26.2% | +16.3% | -42.5% | -23.7% |
| 6M | -35.8% | +30.0% | -65.8% | -29.4% |
| All | -35.8% | +32.8% | -68.6% | -29.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling