+119.0%
LITE vs ACWI
+10.7%
+108.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.8% | -14.9% | -7.6% |
| 7D | -44.6% | -4.0% | -40.6% | -36.7% |
| 30D | -55.0% | -5.8% | -49.2% | -45.4% |
| 3M | -38.3% | -5.0% | -33.3% | -26.6% |
| 6M | -48.8% | +0.7% | -49.5% | -46.3% |
| YTD | +38.3% | +8.4% | +29.9% | +14.9% |
| 1Y | +119.0% | +10.1% | +108.9% | +73.1% |
| All | +119.0% | +10.7% | +108.3% | +73.1% |
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