+1,670.7%
LITE vs BIL
+25.6%
+1,645.0%
-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% | +10.6% |
| 7D | +3.4% | +0.1% | +3.3% | +2.8% |
| 30D | -34.9% | 0.0% | -34.9% | -33.4% |
| 3M | -21.0% | +0.6% | -21.6% | -18.1% |
| 6M | -38.5% | +1.5% | -40.0% | -35.0% |
| YTD | +75.8% | +2.8% | +73.0% | +86.8% |
| 1Y | +156.7% | +3.3% | +153.3% | +173.2% |
| 3Y | +1,498.6% | +13.4% | +1,485.1% | +1,648.1% |
| 5Y | +610.9% | +19.8% | +591.1% | +649.5% |
| 10Y | +1,670.7% | +25.7% | +1,644.9% | +1,775.1% |
| All | +1,670.7% | +25.6% | +1,645.0% | +1,775.1% |
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 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