+708.6%
LITE vs BIYA
-99.9%
+808.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.9% | +4.8% | +5.7% |
| 7D | -35.9% | -10.5% | -25.5% | -36.1% |
| 30D | -51.5% | -51.7% | +0.2% | -52.5% |
| 3M | -35.7% | -60.8% | +25.0% | -37.0% |
| 6M | -43.0% | -90.6% | +47.6% | -43.3% |
| YTD | +46.1% | -97.1% | +143.3% | +48.9% |
| 1Y | +124.7% | -99.1% | +223.8% | +139.6% |
| All | +708.6% | -99.9% | +808.5% | +793.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling