+521.0%
LITE vs DELL
+328.0%
+193.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.5% |
| 7D | -1.5% | +14.9% | -16.4% | -6.7% |
| 30D | +6.7% | +13.3% | -6.6% | +1.7% |
| 3M | -6.8% | +24.4% | -31.1% | -13.5% |
| 6M | +29.4% | +258.0% | -228.6% | -17.8% |
| YTD | +139.1% | +320.2% | -181.1% | +44.2% |
| 1Y | +521.0% | +319.1% | +201.9% | +282.3% |
| All | +521.0% | +328.0% | +193.0% | +282.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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