+175.3%
LITE vs ACI
-22.8%
+198.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -2.7% |
| 7D | +22.6% | -0.5% | +23.0% | +22.4% |
| 30D | -36.8% | +4.9% | -41.7% | -33.5% |
| 3M | -33.0% | +11.1% | -44.1% | -25.9% |
| 6M | -37.1% | -14.9% | -22.1% | -39.0% |
| YTD | +69.5% | -19.6% | +89.1% | +67.1% |
| All | +175.3% | -22.8% | +198.1% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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