+232.7%
LITE vs BIL
+3.0%
+229.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | 0.0% | -7.9% | -7.9% |
| 7D | -31.4% | -0.3% | -31.2% | -27.0% |
| 30D | -42.6% | 0.0% | -42.6% | -33.9% |
| 3M | -26.2% | +0.3% | -26.5% | +15.9% |
| 6M | -35.8% | +1.2% | -37.0% | +98.1% |
| YTD | +70.0% | +2.4% | +67.6% | +1,001.0% |
| 1Y | +232.7% | +3.0% | +229.7% | +4,352.1% |
| All | +232.7% | +3.0% | +229.7% | +4,352.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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