+1,563.7%
LITE vs DAR
+6.3%
+1,557.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.4% |
| 7D | -1.5% | +1.4% | -2.9% | -2.2% |
| 30D | +6.7% | +12.8% | -6.1% | +0.5% |
| 3M | -6.8% | +7.4% | -14.1% | -10.0% |
| 6M | +29.4% | +22.3% | +7.2% | +17.9% |
| YTD | +139.1% | +81.1% | +58.0% | +85.3% |
| 1Y | +521.0% | +106.5% | +414.5% | +353.4% |
| All | +1,563.7% | +6.3% | +1,557.4% | +1,206.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling