+124.7%
LITE vs BEN
+54.9%
+69.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.7% | +0.9% | +2.9% |
| 7D | -35.9% | +6.6% | -42.5% | -37.8% |
| 30D | -51.5% | +3.8% | -55.4% | -52.2% |
| 3M | -35.7% | +0.2% | -36.0% | -35.5% |
| 6M | -43.0% | +10.4% | -53.4% | -44.7% |
| YTD | +46.1% | +46.2% | 0.0% | +14.8% |
| 1Y | +124.7% | +52.3% | +72.5% | +65.6% |
| All | +124.7% | +54.9% | +69.8% | +65.6% |
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