+521.0%
LITE vs DOCN
+254.3%
+266.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.8% | +1.2% | +2.7% |
| 7D | -1.5% | +1.1% | -2.7% | -2.1% |
| 30D | +6.7% | -9.6% | +16.3% | +11.6% |
| 3M | -6.8% | -37.7% | +30.9% | +12.2% |
| 6M | +29.4% | +115.2% | -85.8% | -18.0% |
| YTD | +139.1% | +133.7% | +5.4% | +34.3% |
| 1Y | +521.0% | +250.2% | +270.8% | +194.0% |
| All | +521.0% | +254.3% | +266.6% | +194.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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