+1,886.1%
BE vs LITE
+1,375.1%
+511.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -7.9% | +1.5% | -2.2% |
| 7D | -12.1% | -31.4% | +19.3% | +6.1% |
| 30D | -30.1% | -42.6% | +12.5% | -7.2% |
| 3M | -12.1% | -26.2% | +14.1% | +0.6% |
| 6M | -30.6% | -35.8% | +5.2% | -15.6% |
| YTD | +130.6% | +70.0% | +60.6% | +67.0% |
| 1Y | +55.3% | +232.7% | -177.5% | -19.9% |
| All | +1,886.1% | +1,375.1% | +511.1% | +415.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling