+2,502.5%
LITE vs BNS
+177.9%
+2,324.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.1% | +11.7% |
| 7D | +12.6% | +1.8% | +10.8% | +11.0% |
| 30D | +9.9% | +4.5% | +5.4% | +6.8% |
| 3M | +9.3% | +15.8% | -6.5% | -0.9% |
| 6M | +75.2% | +31.5% | +43.7% | +45.6% |
| YTD | +165.5% | +28.6% | +136.9% | +123.6% |
| 1Y | +555.0% | +48.2% | +506.8% | +401.7% |
| 3Y | +1,870.5% | +130.8% | +1,739.7% | +1,024.4% |
| 5Y | +1,009.8% | +94.9% | +914.9% | +599.2% |
| 10Y | +2,502.5% | +179.6% | +2,322.9% | +1,235.0% |
| All | +2,502.5% | +177.9% | +2,324.6% | +1,235.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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