+2,502.5%
LITE vs BR
+183.7%
+2,318.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.5% | +13.5% | +12.1% |
| 7D | +12.6% | -5.9% | +18.6% | +15.3% |
| 30D | +9.9% | +1.9% | +8.0% | +8.0% |
| 3M | +9.3% | +14.7% | -5.4% | 0.0% |
| 6M | +75.2% | -12.8% | +88.0% | +82.4% |
| YTD | +165.5% | -23.0% | +188.5% | +192.2% |
| 1Y | +555.0% | -31.7% | +586.7% | +670.4% |
| 3Y | +1,870.5% | -4.8% | +1,875.2% | +1,734.5% |
| 5Y | +1,009.8% | +7.8% | +1,002.0% | +824.3% |
| 10Y | +2,502.5% | +184.1% | +2,318.4% | +874.5% |
| All | +2,502.5% | +183.7% | +2,318.7% | +874.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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