+146.1%
LITE vs BTDR
-60.5%
+206.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -12.8% | +9.2% | +1.2% |
| 7D | +22.6% | +15.4% | +7.1% | +16.2% |
| 30D | -36.8% | -33.4% | -3.3% | -27.2% |
| 3M | -33.0% | -32.0% | -1.0% | -23.8% |
| 6M | -37.1% | -52.2% | +15.2% | -22.8% |
| YTD | +69.5% | -45.3% | +114.8% | +79.8% |
| 1Y | +146.1% | -56.0% | +202.1% | +196.4% |
| All | +146.1% | -60.5% | +206.6% | +196.4% |
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