+2,502.5%
LITE vs BTG
+139.8%
+2,362.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.9% | +13.9% | +11.5% |
| 7D | +12.6% | +4.8% | +7.8% | +11.7% |
| 30D | +9.9% | +8.3% | +1.6% | +8.6% |
| 3M | +9.3% | +32.3% | -23.0% | +4.6% |
| 6M | +75.2% | +3.0% | +72.3% | +72.9% |
| YTD | +165.5% | +21.9% | +143.6% | +154.9% |
| 1Y | +555.0% | +28.2% | +526.8% | +523.3% |
| 3Y | +1,870.5% | +99.9% | +1,770.6% | +1,652.0% |
| 5Y | +1,009.8% | +73.6% | +936.3% | +888.1% |
| 10Y | +2,502.5% | +136.5% | +2,366.0% | +2,306.4% |
| All | +2,502.5% | +139.8% | +2,362.7% | +2,306.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling