+555.0%
LITE vs BR
-30.9%
+585.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.5% | +13.5% | +8.3% |
| 7D | +12.6% | -5.9% | +18.6% | +5.9% |
| 30D | +9.9% | +1.9% | +8.0% | +13.8% |
| 3M | +9.3% | +14.7% | -5.4% | +32.4% |
| 6M | +75.2% | -12.8% | +88.0% | +59.6% |
| YTD | +165.5% | -23.0% | +188.5% | +94.9% |
| 1Y | +555.0% | -31.7% | +586.7% | +341.1% |
| All | +555.0% | -30.9% | +585.9% | +341.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling