+1,493.1%
LITE vs DAR
+311.7%
+1,181.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.9% |
| 7D | +10.8% | +11.6% | -0.8% | +6.3% |
| 30D | -33.4% | -10.2% | -23.2% | -30.2% |
| 3M | -32.2% | -14.8% | -17.4% | -27.8% |
| 6M | -42.1% | -10.1% | -32.0% | -39.9% |
| YTD | +61.9% | +55.5% | +6.3% | +36.8% |
| 1Y | +163.0% | +61.7% | +101.3% | +119.3% |
| 3Y | +1,358.0% | +37.2% | +1,320.9% | +1,141.7% |
| 5Y | +549.9% | -26.9% | +576.8% | +563.2% |
| All | +1,493.1% | +311.7% | +1,181.4% | +560.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling