+1,563.7%
LITE vs BIL
+14.1%
+1,549.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +5.0% |
| 7D | -1.5% | +0.1% | -1.6% | +1.1% |
| 30D | +6.7% | +0.3% | +6.3% | +17.7% |
| 3M | -6.8% | +0.9% | -7.7% | +24.7% |
| 6M | +29.4% | +1.8% | +27.6% | +116.9% |
| YTD | +139.1% | +2.4% | +136.6% | +355.2% |
| 1Y | +521.0% | +3.7% | +517.3% | +1,388.5% |
| All | +1,563.7% | +14.1% | +1,549.5% | +22,078.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling