+675.5%
BE vs LITE
+1,022.7%
-347.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +10.7% | +1.2% | +6.1% |
| 7D | -1.2% | -12.9% | +11.7% | +6.8% |
| 30D | -30.9% | -46.0% | +15.1% | -4.4% |
| 3M | -11.6% | -33.0% | +21.4% | +7.5% |
| 6M | -25.7% | -34.0% | +8.3% | -10.1% |
| YTD | +123.1% | +61.7% | +61.4% | +59.9% |
| 1Y | +43.4% | +148.3% | -104.9% | -18.3% |
| 3Y | +1,683.6% | +1,408.5% | +275.1% | +263.5% |
| 5Y | +465.4% | +546.2% | -80.8% | +76.8% |
| All | +675.5% | +1,022.7% | -347.2% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 10y: compounded portfolio wealth divided by compounded LITE 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…
10y analysis · Full analysis span regression · 6 months rolling