+1,587.5%
LITE vs BUD
-4.3%
+1,591.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.1% |
| 7D | -13.9% | +6.0% | -19.9% | -15.6% |
| 30D | -46.9% | +11.3% | -58.2% | -49.3% |
| 3M | -28.0% | +3.6% | -31.6% | -29.9% |
| 6M | -35.2% | +7.7% | -42.9% | -38.2% |
| YTD | +58.9% | +36.4% | +22.5% | +38.1% |
| 1Y | +125.3% | +37.8% | +87.5% | +94.6% |
| 3Y | +1,344.4% | +51.2% | +1,293.2% | +1,070.5% |
| 5Y | +541.2% | +53.4% | +487.8% | +409.3% |
| 10Y | +1,587.5% | -3.2% | +1,590.7% | +1,402.1% |
| All | +1,587.5% | -4.3% | +1,591.8% | +1,402.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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