+156.7%
LITE vs BEN
+68.9%
+87.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | 0.0% | +10.6% | +10.7% |
| 7D | +3.4% | +7.2% | -3.8% | -0.4% |
| 30D | -34.9% | +14.1% | -49.0% | -39.2% |
| 3M | -21.0% | +9.9% | -30.9% | -24.9% |
| 6M | -38.5% | +17.4% | -55.9% | -42.7% |
| YTD | +75.8% | +57.3% | +18.5% | +28.0% |
| 1Y | +156.7% | +66.9% | +89.7% | +64.4% |
| All | +156.7% | +68.9% | +87.8% | +64.4% |
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 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