+163.0%
LITE vs ARWR
+17.3%
+145.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.8% |
| 7D | +10.8% | -17.8% | +28.6% | +14.5% |
| 30D | -33.4% | -18.1% | -15.3% | -30.8% |
| 3M | -32.2% | -44.2% | +11.9% | -24.0% |
| 6M | -42.1% | -38.6% | -3.4% | -37.0% |
| YTD | +61.9% | -28.0% | +89.9% | +65.8% |
| 1Y | +163.0% | +16.1% | +146.9% | +146.1% |
| All | +163.0% | +17.3% | +145.7% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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