+5,083.9%
LITE vs BNY
+385.6%
+4,698.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.8% |
| 7D | -1.5% | +1.4% | -3.0% | -2.4% |
| 30D | +6.7% | +3.8% | +2.8% | +4.3% |
| 3M | -6.8% | +14.9% | -21.7% | -14.1% |
| 6M | +29.4% | +40.3% | -10.9% | +6.6% |
| YTD | +139.1% | +43.9% | +95.2% | +93.1% |
| 1Y | +521.0% | +59.0% | +462.0% | +375.4% |
| 3Y | +1,535.3% | +290.7% | +1,244.5% | +696.5% |
| 5Y | +889.8% | +250.4% | +639.5% | +397.9% |
| 10Y | +2,400.7% | +411.2% | +1,989.6% | +906.2% |
| All | +5,083.9% | +385.6% | +4,698.2% | +1,886.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded BNY 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling