+1,358.0%
LITE vs BTG
+82.1%
+1,275.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.2% |
| 7D | +10.8% | -9.1% | +19.8% | +13.4% |
| 30D | -33.4% | -1.6% | -31.8% | -33.4% |
| 3M | -32.2% | -2.8% | -29.4% | -32.1% |
| 6M | -42.1% | -7.6% | -34.5% | -41.9% |
| YTD | +61.9% | +10.2% | +51.6% | +53.4% |
| 1Y | +163.0% | +21.3% | +141.7% | +144.6% |
| 3Y | +1,358.0% | +82.7% | +1,275.3% | +1,080.1% |
| All | +1,358.0% | +82.1% | +1,275.9% | +1,080.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling