+1,587.5%
LITE vs BA
+27.6%
+1,559.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | -13.9% | 0.0% | -13.9% | -13.8% |
| 30D | -46.9% | -8.9% | -38.0% | -45.5% |
| 3M | -28.0% | -25.5% | -2.5% | -21.1% |
| 6M | -35.2% | -27.0% | -8.3% | -28.8% |
| YTD | +58.9% | -20.1% | +79.0% | +68.3% |
| 1Y | +125.3% | -11.0% | +136.3% | +129.1% |
| 3Y | +1,344.4% | -11.8% | +1,356.3% | +1,350.3% |
| 5Y | +541.2% | -20.6% | +561.8% | +543.7% |
| 10Y | +1,587.5% | +26.6% | +1,560.9% | +1,288.9% |
| All | +1,587.5% | +27.6% | +1,559.9% | +1,288.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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