+1,408.5%
LITE vs BN
+102.8%
+1,305.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.8% | +6.8% | +7.6% |
| 7D | -12.9% | +3.6% | -16.5% | -15.3% |
| 30D | -46.0% | +15.9% | -61.8% | -52.7% |
| 3M | -33.0% | -2.3% | -30.7% | -32.7% |
| 6M | -34.0% | -8.4% | -25.6% | -30.6% |
| YTD | +61.7% | -5.9% | +67.6% | +61.0% |
| 1Y | +148.3% | -5.6% | +153.9% | +148.6% |
| 3Y | +1,408.5% | +104.2% | +1,304.3% | +650.4% |
| All | +1,408.5% | +102.8% | +1,305.7% | +650.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling