+2,898.2%
LITE vs BEN
+12.0%
+2,886.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -4.9% | -13.8% | -16.3% |
| 7D | -44.6% | -0.4% | -44.2% | -44.4% |
| 30D | -55.0% | -0.7% | -54.3% | -54.8% |
| 3M | -38.3% | -6.8% | -31.5% | -36.0% |
| 6M | -48.8% | +7.9% | -56.6% | -50.5% |
| YTD | +38.3% | +39.6% | -1.3% | +16.5% |
| 1Y | +119.0% | +48.5% | +70.5% | +79.5% |
| 3Y | +1,092.0% | +55.7% | +1,036.3% | +842.4% |
| 5Y | +446.1% | +15.1% | +430.9% | +383.7% |
| 10Y | +1,381.7% | +57.4% | +1,324.3% | +968.4% |
| All | +2,898.2% | +12.0% | +2,886.2% | +2,605.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling