+1,103.8%
LITE vs DOCN
+182.8%
+921.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -15.9% | -2.8% | -11.1% |
| 7D | -44.6% | -29.3% | -15.3% | -34.3% |
| 30D | -55.0% | -46.0% | -9.0% | -39.7% |
| 3M | -38.3% | -43.2% | +4.9% | -19.8% |
| 6M | -48.8% | -53.7% | +5.0% | -28.0% |
| YTD | +38.3% | +46.9% | -8.6% | +7.7% |
| 1Y | +119.0% | +54.3% | +64.7% | +67.7% |
| All | +1,103.8% | +182.8% | +921.0% | +585.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling