+901.5%
LITE vs BEN
+39.3%
+862.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.5% | +0.5% | +1.9% |
| 7D | -1.5% | +0.2% | -1.8% | -1.7% |
| 30D | +6.7% | -0.5% | +7.2% | +7.0% |
| 3M | -6.8% | +9.7% | -16.5% | -11.7% |
| 6M | +29.4% | +33.9% | -4.5% | +8.3% |
| YTD | +139.1% | +49.0% | +90.1% | +85.9% |
| 1Y | +521.0% | +42.1% | +478.9% | +396.4% |
| 3Y | +1,535.3% | +51.9% | +1,483.4% | +1,115.3% |
| All | +901.5% | +39.3% | +862.2% | +650.3% |
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 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