+521.0%
LITE vs ALLY
+9.5%
+511.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | -1.5% | +3.7% | -5.2% | -2.9% |
| 30D | +6.7% | -2.3% | +8.9% | +7.5% |
| 3M | -6.8% | +3.8% | -10.6% | -8.4% |
| 6M | +29.4% | +9.7% | +19.7% | +21.2% |
| YTD | +139.1% | -1.4% | +140.5% | +137.9% |
| 1Y | +521.0% | +8.2% | +512.8% | +464.0% |
| All | +521.0% | +9.5% | +511.5% | +464.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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