+562.5%
LITE vs BN
+31.1%
+531.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.4% |
| 7D | +10.8% | -1.0% | +11.8% | +11.8% |
| 30D | -33.4% | +14.0% | -47.4% | -40.3% |
| 3M | -32.2% | -9.0% | -23.2% | -28.4% |
| 6M | -42.1% | -8.8% | -33.3% | -39.5% |
| YTD | +61.9% | -10.3% | +72.1% | +67.5% |
| 1Y | +163.0% | -5.8% | +168.8% | +163.0% |
| 3Y | +1,358.0% | +94.8% | +1,263.2% | +821.4% |
| All | +562.5% | +31.1% | +531.4% | +411.3% |
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