+124.7%
LITE vs ACWI
+10.2%
+114.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.8% |
| 7D | -35.9% | -2.4% | -33.6% | -30.5% |
| 30D | -51.5% | -5.2% | -46.3% | -42.1% |
| 3M | -35.7% | -4.8% | -30.9% | -23.8% |
| 6M | -43.0% | -1.3% | -41.7% | -36.9% |
| YTD | +46.1% | +8.4% | +37.7% | +20.2% |
| 1Y | +124.7% | +11.0% | +113.7% | +66.9% |
| All | +124.7% | +10.2% | +114.5% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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