+901.5%
LITE vs BN
+37.9%
+863.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | -1.5% | -2.5% | +0.9% | +0.3% |
| 30D | +6.7% | -9.5% | +16.2% | +14.2% |
| 3M | -6.8% | -10.4% | +3.6% | 0.0% |
| 6M | +29.4% | -6.4% | +35.8% | +33.5% |
| YTD | +139.1% | -11.9% | +151.0% | +153.5% |
| 1Y | +521.0% | -8.6% | +529.6% | +546.5% |
| 3Y | +1,535.3% | +77.6% | +1,457.7% | +1,008.8% |
| All | +901.5% | +37.9% | +863.7% | +667.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling