+1,052.4%
LITE vs COIN
-32.1%
+1,084.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.4% | +1.6% |
| 7D | +13.6% | -0.1% | +13.7% | +13.2% |
| 30D | +21.6% | +17.5% | +4.1% | +16.8% |
| 3M | +20.3% | +12.4% | +8.0% | +16.0% |
| 6M | +54.4% | -12.5% | +66.9% | +56.0% |
| YTD | +168.3% | -22.7% | +191.1% | +173.4% |
| 1Y | +551.8% | -45.2% | +597.0% | +615.3% |
| 3Y | +1,891.5% | +112.8% | +1,778.7% | +1,507.1% |
| All | +1,052.4% | -32.1% | +1,084.5% | +919.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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