+1,563.7%
LITE vs BTDR
-2.0%
+1,565.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.9% | +0.1% | +3.4% |
| 7D | -1.5% | +20.0% | -21.5% | -4.4% |
| 30D | +6.7% | +11.9% | -5.3% | +4.4% |
| 3M | -6.8% | -36.9% | +30.2% | -1.8% |
| 6M | +29.4% | +56.5% | -27.1% | +20.0% |
| YTD | +139.1% | +10.4% | +128.7% | +127.0% |
| 1Y | +521.0% | +3.1% | +517.9% | +480.7% |
| All | +1,563.7% | -2.0% | +1,565.7% | +1,317.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling