+555.0%
LITE vs AGI
+11.7%
+543.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.4% | +11.5% |
| 7D | +12.6% | +4.4% | +8.2% | +10.6% |
| 30D | +9.9% | +10.0% | 0.0% | +5.7% |
| 3M | +9.3% | +1.7% | +7.5% | +6.8% |
| 6M | +75.2% | -26.8% | +102.0% | +96.1% |
| YTD | +165.5% | -5.3% | +170.8% | +153.3% |
| 1Y | +555.0% | +11.5% | +543.5% | +443.8% |
| All | +555.0% | +11.7% | +543.3% | +443.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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