+1,568.0%
LITE vs BEN
+58.0%
+1,509.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.0% |
| 7D | +22.6% | +11.3% | +11.2% | +16.3% |
| 30D | -36.8% | +15.0% | -51.8% | -40.8% |
| 3M | -33.0% | +7.8% | -40.9% | -35.3% |
| 6M | -37.1% | +15.5% | -52.6% | -41.3% |
| YTD | +69.5% | +55.4% | +14.1% | +34.6% |
| 1Y | +146.1% | +63.3% | +82.8% | +91.4% |
| 3Y | +1,440.8% | +83.4% | +1,357.4% | +1,014.4% |
| 5Y | +580.4% | +28.1% | +552.4% | +468.1% |
| All | +1,568.0% | +58.0% | +1,509.9% | +1,031.8% |
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