+1,103.8%
LITE vs BA
-11.9%
+1,115.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -2.5% | -16.1% | -17.6% |
| 7D | -44.6% | -0.1% | -44.5% | -44.6% |
| 30D | -55.0% | -9.1% | -45.9% | -53.3% |
| 3M | -38.3% | -28.2% | -10.1% | -28.9% |
| 6M | -48.8% | -23.1% | -25.6% | -43.3% |
| YTD | +38.3% | -20.6% | +58.8% | +48.7% |
| 1Y | +119.0% | -12.7% | +131.7% | +122.7% |
| All | +1,103.8% | -11.9% | +1,115.8% | +921.0% |
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