+232.7%
LITE vs BEN
+56.2%
+176.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.7% | -12.5% | -10.1% |
| 7D | -31.4% | +6.7% | -38.2% | -33.8% |
| 30D | -42.6% | +3.0% | -45.6% | -43.5% |
| 3M | -26.2% | -4.3% | -21.9% | -24.7% |
| 6M | -35.8% | +16.4% | -52.2% | -39.4% |
| YTD | +70.0% | +46.8% | +23.3% | +30.5% |
| 1Y | +232.7% | +57.3% | +175.4% | +127.1% |
| All | +232.7% | +56.2% | +176.5% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling