+85.4%
BE vs LITE
+140.5%
-55.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.5% | -0.4% | -2.3% |
| 7D | +10.8% | +10.8% | 0.0% | +5.1% |
| 30D | -19.8% | -33.4% | +13.7% | 0.0% |
| 3M | -18.7% | -32.2% | +13.5% | -0.7% |
| 6M | -33.7% | -42.1% | +8.4% | -14.8% |
| YTD | +121.0% | +61.9% | +59.1% | +79.8% |
| 1Y | +85.4% | +163.0% | -77.6% | +6.8% |
| All | +85.4% | +140.5% | -55.1% | +6.8% |
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