+232.7%
LITE vs BTDR
-69.9%
+302.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -5.6% | -2.2% | -6.1% |
| 7D | -31.4% | -17.6% | -13.9% | -27.1% |
| 30D | -42.6% | -40.3% | -2.3% | -33.0% |
| 3M | -26.2% | -42.6% | +16.4% | -14.0% |
| 6M | -35.8% | -46.3% | +10.5% | -25.1% |
| YTD | +70.0% | -41.7% | +111.8% | +81.3% |
| 1Y | +232.7% | -69.4% | +302.1% | +349.7% |
| All | +232.7% | -69.9% | +302.6% | +349.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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