+1,533.3%
LITE vs BIL
+25.6%
+1,507.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | 0.0% | +10.7% | +10.5% |
| 7D | -12.9% | +0.1% | -13.0% | -13.3% |
| 30D | -46.0% | 0.0% | -45.9% | -44.7% |
| 3M | -33.0% | +0.6% | -33.6% | -30.3% |
| 6M | -34.0% | +1.5% | -35.6% | -29.9% |
| YTD | +61.7% | +2.8% | +59.0% | +73.8% |
| 1Y | +148.3% | +3.3% | +145.0% | +167.9% |
| 3Y | +1,408.5% | +13.4% | +1,395.1% | +1,647.0% |
| 5Y | +546.2% | +19.8% | +526.4% | +650.4% |
| 10Y | +1,533.3% | +25.6% | +1,507.7% | +2,018.3% |
| All | +1,533.3% | +25.6% | +1,507.7% | +2,018.3% |
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