+1,587.5%
LITE vs BB
+28.9%
+1,558.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -13.9% | +11.6% | -25.5% | -16.2% |
| 30D | -46.9% | +2.6% | -49.5% | -47.0% |
| 3M | -28.0% | +3.5% | -31.5% | -28.7% |
| 6M | -35.2% | +43.5% | -78.7% | -41.0% |
| YTD | +58.9% | +141.2% | -82.3% | +26.5% |
| 1Y | +125.3% | +97.4% | +27.9% | +87.4% |
| 3Y | +1,344.4% | +151.1% | +1,193.3% | +991.1% |
| 5Y | +541.2% | -12.8% | +553.9% | +477.9% |
| 10Y | +1,587.5% | +27.5% | +1,560.0% | +1,030.0% |
| All | +1,587.5% | +28.9% | +1,558.6% | +1,030.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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