+3,068.2%
LITE vs BND
+22.6%
+3,045.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -52.1% |
| 3M | -35.7% | -0.2% | -35.5% | -35.7% |
| 6M | -43.0% | -1.0% | -42.0% | -42.7% |
| YTD | +46.1% | -0.4% | +46.5% | +46.5% |
| 1Y | +124.7% | -0.1% | +124.8% | +125.1% |
| 3Y | +1,172.1% | +15.1% | +1,156.9% | +1,085.6% |
| 5Y | +477.0% | -1.5% | +478.5% | +461.5% |
| 10Y | +1,465.7% | +16.0% | +1,449.6% | +1,536.8% |
| All | +3,068.2% | +22.6% | +3,045.5% | +2,810.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling