+1,172.1%
LITE vs EAT
+486.0%
+686.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.9% | +8.5% | +6.8% |
| 7D | -35.9% | -2.6% | -33.3% | -35.3% |
| 30D | -51.5% | +11.5% | -63.0% | -53.6% |
| 3M | -35.7% | -9.1% | -26.6% | -34.0% |
| 6M | -43.0% | +40.4% | -83.4% | -51.6% |
| YTD | +46.1% | +43.9% | +2.2% | +21.6% |
| 1Y | +124.7% | +101.9% | +22.8% | +62.3% |
| 3Y | +1,172.1% | +489.9% | +682.2% | +451.2% |
| All | +1,172.1% | +486.0% | +686.0% | +451.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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