+131.9%
LITE vs BUD
+35.8%
+96.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.0% |
| 7D | -13.9% | +6.0% | -19.9% | -10.3% |
| 30D | -46.9% | +11.3% | -58.2% | -43.1% |
| 3M | -28.0% | +3.6% | -31.6% | -23.1% |
| 6M | -35.2% | +7.7% | -42.9% | -30.7% |
| YTD | +58.9% | +36.4% | +22.5% | +80.2% |
| All | +131.9% | +35.8% | +96.1% | +163.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling