+2,502.5%
LITE vs IBN
+312.4%
+2,190.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.5% | +13.6% | +11.9% |
| 7D | +12.6% | -2.2% | +14.8% | +13.4% |
| 30D | +9.9% | -2.3% | +12.2% | +10.7% |
| 3M | +9.3% | +15.9% | -6.6% | +3.5% |
| 6M | +75.2% | +5.6% | +69.6% | +70.9% |
| YTD | +165.5% | -0.1% | +165.6% | +164.4% |
| 1Y | +555.0% | -6.5% | +561.5% | +565.9% |
| 3Y | +1,870.5% | +29.3% | +1,841.2% | +1,684.8% |
| 5Y | +1,009.8% | +56.6% | +953.3% | +835.0% |
| 10Y | +2,502.5% | +314.4% | +2,188.1% | +1,510.7% |
| All | +2,502.5% | +312.4% | +2,190.1% | +1,510.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling