+1,618.0%
LITE vs BEN
+53.2%
+1,564.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.3% | +4.3% | +7.4% |
| 7D | -12.9% | +12.2% | -25.1% | -17.5% |
| 30D | -46.0% | +12.1% | -58.1% | -48.8% |
| 3M | -33.0% | +7.3% | -40.3% | -35.1% |
| 6M | -34.0% | +17.9% | -51.9% | -39.1% |
| YTD | +61.7% | +55.4% | +6.3% | +28.5% |
| 1Y | +148.3% | +69.3% | +78.9% | +89.7% |
| 3Y | +1,408.5% | +82.8% | +1,325.7% | +993.3% |
| 5Y | +546.2% | +28.8% | +517.4% | +438.4% |
| All | +1,618.0% | +53.2% | +1,564.9% | +1,087.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling