+901.5%
LITE vs ACWI
+67.7%
+833.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.1% |
| 7D | -1.5% | +0.5% | -2.0% | -2.5% |
| 30D | +6.7% | +0.9% | +5.8% | +5.2% |
| 3M | -6.8% | +2.4% | -9.1% | -9.2% |
| 6M | +29.4% | +12.4% | +17.1% | +7.7% |
| YTD | +139.1% | +15.2% | +123.9% | +90.0% |
| 1Y | +521.0% | +22.7% | +498.3% | +351.9% |
| 3Y | +1,535.3% | +75.8% | +1,459.5% | +656.4% |
| All | +901.5% | +67.7% | +833.9% | +404.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling