+1,563.7%
LITE vs ACN
-39.8%
+1,603.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.3% | +7.3% | +3.6% |
| 7D | -1.5% | -1.5% | 0.0% | -1.7% |
| 30D | +6.7% | +9.4% | -2.7% | +8.0% |
| 3M | -6.8% | +5.6% | -12.4% | -2.6% |
| 6M | +29.4% | -9.3% | +38.7% | +37.8% |
| YTD | +139.1% | -29.0% | +168.1% | +168.8% |
| 1Y | +521.0% | -24.7% | +545.7% | +574.0% |
| All | +1,563.7% | -39.8% | +1,603.5% | +1,694.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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