+1,321.8%
LITE vs BIL
+25.2%
+1,296.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | 0.0% | -18.7% | -18.7% |
| 7D | -44.6% | -0.3% | -44.3% | -43.8% |
| 30D | -55.0% | 0.0% | -55.0% | -53.9% |
| 3M | -38.3% | +0.3% | -38.6% | -36.4% |
| 6M | -48.8% | +1.2% | -49.9% | -46.1% |
| YTD | +38.3% | +2.4% | +35.9% | +46.7% |
| 1Y | +119.0% | +3.0% | +116.0% | +133.3% |
| 3Y | +1,092.0% | +13.1% | +1,078.9% | +1,256.2% |
| 5Y | +446.1% | +19.4% | +426.7% | +518.2% |
| All | +1,321.8% | +25.2% | +1,296.6% | +1,654.3% |
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