+1,870.5%
LITE vs DHI
+21.9%
+1,848.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.0% | +14.0% | +11.3% |
| 7D | +12.6% | -2.0% | +14.6% | +12.7% |
| 30D | +9.9% | -8.3% | +18.3% | +10.6% |
| 3M | +9.3% | -3.7% | +13.0% | +9.1% |
| 6M | +75.2% | -5.4% | +80.6% | +74.4% |
| YTD | +165.5% | -3.0% | +168.5% | +162.0% |
| 1Y | +555.0% | -23.8% | +578.8% | +575.6% |
| 3Y | +1,870.5% | +21.8% | +1,848.7% | +1,412.2% |
| All | +1,870.5% | +21.9% | +1,848.5% | +1,412.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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