+542.4%
LITE vs BEN
+32.3%
+510.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -2.9% | -2.5% |
| 7D | -13.9% | +12.1% | -26.1% | -19.5% |
| 30D | -46.9% | +13.4% | -60.3% | -50.7% |
| 3M | -28.0% | +9.4% | -37.4% | -31.6% |
| 6M | -35.2% | +19.3% | -54.5% | -41.7% |
| YTD | +58.9% | +57.3% | +1.6% | +18.4% |
| 1Y | +125.3% | +69.1% | +56.2% | +60.9% |
| 3Y | +1,344.4% | +85.6% | +1,258.8% | +840.2% |
| All | +542.4% | +32.3% | +510.1% | +413.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling