+64.8%
BE vs LITE
+157.2%
-92.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +10.7% | +2.3% | +6.7% |
| 7D | +4.5% | +3.4% | +1.1% | +3.0% |
| 30D | -20.1% | -34.9% | +14.8% | +1.2% |
| 3M | -0.8% | -21.0% | +20.2% | +11.2% |
| 6M | -26.2% | -38.5% | +12.2% | -8.1% |
| YTD | +141.1% | +75.8% | +65.3% | +74.1% |
| 1Y | +64.8% | +156.7% | -91.8% | -12.3% |
| All | +64.8% | +157.2% | -92.3% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling