+1,426.5%
LITE vs BND
+14.1%
+1,412.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.5% |
| 7D | +22.6% | -1.4% | +23.9% | +22.8% |
| 30D | -36.8% | +0.8% | -37.6% | -37.1% |
| 3M | -33.0% | -1.2% | -31.8% | -32.7% |
| 6M | -37.1% | -1.4% | -35.7% | -36.7% |
| YTD | +69.5% | -1.3% | +70.8% | +70.6% |
| 1Y | +146.1% | -1.2% | +147.4% | +147.7% |
| All | +1,426.5% | +14.1% | +1,412.4% | +1,313.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling