+1,493.1%
LITE vs BIL
+26.1%
+1,467.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.4% |
| 7D | +10.8% | +0.1% | +10.7% | +10.9% |
| 30D | -33.4% | +0.3% | -33.8% | -33.1% |
| 3M | -32.2% | +1.0% | -33.2% | -30.9% |
| 6M | -42.1% | +1.9% | -44.0% | -39.8% |
| YTD | +61.9% | +3.2% | +58.7% | +69.6% |
| 1Y | +163.0% | +3.7% | +159.3% | +176.2% |
| 3Y | +1,358.0% | +13.8% | +1,344.2% | +1,495.7% |
| 5Y | +549.9% | +20.3% | +529.6% | +595.6% |
| All | +1,493.1% | +26.1% | +1,467.0% | +1,691.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling