+1,499.9%
LITE vs BN
+284.2%
+1,215.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -0.9% |
| 7D | -13.9% | +4.3% | -18.2% | -16.2% |
| 30D | -46.9% | +14.3% | -61.2% | -51.9% |
| 3M | -28.0% | -4.1% | -23.9% | -27.0% |
| 6M | -35.2% | -9.7% | -25.6% | -32.3% |
| YTD | +58.9% | -7.1% | +66.0% | +60.7% |
| 1Y | +125.3% | -7.4% | +132.7% | +129.9% |
| 3Y | +1,344.4% | +102.3% | +1,242.1% | +830.0% |
| 5Y | +541.2% | +35.9% | +505.2% | +407.3% |
| All | +1,499.9% | +284.2% | +1,215.7% | +496.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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