+124.7%
LITE vs BND
0.0%
+124.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.8% | +5.7% |
| 7D | -35.9% | 0.0% | -36.0% | -35.9% |
| 30D | -51.5% | +2.3% | -53.8% | -53.3% |
| 3M | -35.7% | -0.2% | -35.5% | -34.3% |
| 6M | -43.0% | -1.0% | -42.0% | -40.3% |
| YTD | +46.1% | -0.4% | +46.5% | +50.8% |
| 1Y | +124.7% | -0.1% | +124.8% | +130.4% |
| All | +124.7% | 0.0% | +124.7% | +130.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling