+1,380.3%
LITE vs BA
-9.6%
+1,389.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.1% | -10.0% | -8.8% |
| 7D | -31.4% | +5.9% | -37.3% | -33.3% |
| 30D | -42.6% | -8.2% | -34.4% | -40.8% |
| 3M | -26.2% | -25.4% | -0.9% | -16.6% |
| 6M | -35.8% | -20.0% | -15.8% | -30.4% |
| YTD | +70.0% | -18.5% | +88.5% | +80.3% |
| 1Y | +232.7% | -10.6% | +243.4% | +234.2% |
| All | +1,380.3% | -9.6% | +1,389.9% | +1,138.5% |
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