+1,493.1%
LITE vs BEN
+58.7%
+1,434.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.7% |
| 7D | +10.8% | +6.8% | +4.0% | +7.3% |
| 30D | -33.4% | +18.0% | -51.4% | -38.6% |
| 3M | -32.2% | +7.5% | -39.7% | -34.4% |
| 6M | -42.1% | +14.7% | -56.8% | -45.9% |
| YTD | +61.9% | +56.1% | +5.8% | +28.3% |
| 1Y | +163.0% | +69.6% | +93.4% | +100.3% |
| 3Y | +1,358.0% | +87.7% | +1,270.3% | +943.1% |
| 5Y | +549.9% | +28.6% | +521.3% | +441.3% |
| All | +1,493.1% | +58.7% | +1,434.4% | +978.4% |
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