+1,408.5%
LITE vs BEN
+77.1%
+1,331.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.3% | +4.3% | +6.6% |
| 7D | -12.9% | +12.2% | -25.1% | -18.6% |
| 30D | -46.0% | +12.1% | -58.1% | -49.4% |
| 3M | -33.0% | +7.3% | -40.3% | -35.6% |
| 6M | -34.0% | +17.9% | -51.9% | -40.1% |
| YTD | +61.7% | +55.4% | +6.3% | +21.0% |
| 1Y | +148.3% | +69.3% | +78.9% | +76.0% |
| 3Y | +1,408.5% | +82.8% | +1,325.7% | +812.3% |
| All | +1,408.5% | +77.1% | +1,331.4% | +812.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling