+901.5%
LITE vs EAT
+350.4%
+551.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.8% |
| 7D | -1.5% | 0.0% | -1.5% | -1.6% |
| 30D | +6.7% | +1.9% | +4.8% | +5.8% |
| 3M | -6.8% | +68.7% | -75.4% | -23.5% |
| 6M | +29.4% | +66.9% | -37.5% | +6.1% |
| YTD | +139.1% | +60.4% | +78.7% | +97.7% |
| 1Y | +521.0% | +44.0% | +477.0% | +428.4% |
| 3Y | +1,535.3% | +604.7% | +930.6% | +723.4% |
| All | +901.5% | +350.4% | +551.1% | +440.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling