+1,358.0%
LITE vs DELL
+394.1%
+963.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.2% | +2.7% | -0.9% |
| 7D | +10.8% | +4.9% | +5.9% | +8.5% |
| 30D | -33.4% | -32.1% | -1.4% | -18.9% |
| 3M | -32.2% | -30.2% | -2.0% | -19.0% |
| 6M | -42.1% | +41.7% | -83.8% | -50.9% |
| YTD | +61.9% | +176.6% | -114.7% | -4.3% |
| 1Y | +163.0% | +159.9% | +3.1% | +60.4% |
| 3Y | +1,358.0% | +388.0% | +970.0% | +574.8% |
| All | +1,358.0% | +394.1% | +963.9% | +574.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling