+26.6%
BE vs LITE
+121.0%
-94.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.7% | -2.3% | +0.1% |
| 7D | -14.7% | -35.9% | +21.2% | +8.7% |
| 30D | -40.5% | -51.5% | +11.0% | -11.0% |
| 3M | -24.3% | -35.7% | +11.4% | -5.2% |
| 6M | -39.3% | -43.0% | +3.6% | -20.5% |
| YTD | +99.4% | +46.1% | +53.3% | +57.9% |
| 1Y | +26.6% | +124.7% | -98.1% | -30.2% |
| All | +26.6% | +121.0% | -94.4% | -30.2% |
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