+5,083.9%
LITE vs D
+55.5%
+5,028.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | +1.5% | -3.0% | -1.9% |
| 30D | +6.7% | -2.6% | +9.2% | +7.2% |
| 3M | -6.8% | 0.0% | -6.8% | -7.0% |
| 6M | +29.4% | +7.4% | +22.1% | +26.7% |
| YTD | +139.1% | +15.9% | +123.2% | +129.7% |
| 1Y | +521.0% | +18.1% | +502.9% | +491.6% |
| 3Y | +1,535.3% | +58.4% | +1,476.9% | +1,293.7% |
| 5Y | +889.8% | +5.2% | +884.6% | +853.3% |
| 10Y | +2,400.7% | +35.9% | +2,364.9% | +2,151.4% |
| All | +5,083.9% | +55.5% | +5,028.4% | +3,971.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling