+1,563.7%
LITE vs BA
-4.9%
+1,568.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.6% |
| 7D | -1.5% | +1.2% | -2.7% | -2.1% |
| 30D | +6.7% | -11.6% | +18.3% | +13.0% |
| 3M | -6.8% | -2.4% | -4.4% | -6.2% |
| 6M | +29.4% | -6.6% | +36.1% | +31.0% |
| YTD | +139.1% | -2.2% | +141.3% | +135.9% |
| 1Y | +521.0% | -8.0% | +529.0% | +531.7% |
| All | +1,563.7% | -4.9% | +1,568.6% | +1,130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling