+555.0%
LITE vs BTDR
+2.6%
+552.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.3% | +8.7% | +10.5% |
| 7D | +12.6% | +22.4% | -9.8% | +7.6% |
| 30D | +9.9% | +16.5% | -6.5% | +5.7% |
| 3M | +9.3% | -31.5% | +40.8% | +11.8% |
| 6M | +75.2% | +74.0% | +1.2% | +60.3% |
| YTD | +165.5% | +13.0% | +152.5% | +145.1% |
| 1Y | +555.0% | -0.2% | +555.2% | +585.1% |
| All | +555.0% | +2.6% | +552.4% | +585.1% |
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