+2,502.5%
LITE vs BND
+15.2%
+2,487.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.1% |
| 7D | +12.6% | +0.1% | +12.5% | +12.5% |
| 30D | +9.9% | -0.4% | +10.3% | +10.1% |
| 3M | +9.3% | -0.2% | +9.5% | +9.4% |
| 6M | +75.2% | -1.2% | +76.4% | +76.4% |
| YTD | +165.5% | -0.3% | +165.8% | +166.1% |
| 1Y | +555.0% | +0.4% | +554.6% | +554.5% |
| 3Y | +1,870.5% | +13.4% | +1,857.1% | +1,745.0% |
| 5Y | +1,009.8% | -1.5% | +1,011.3% | +980.1% |
| 10Y | +2,502.5% | +15.5% | +2,487.0% | +2,882.2% |
| All | +2,502.5% | +15.2% | +2,487.3% | +2,882.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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