+2,898.2%
LITE vs EAT
+319.7%
+2,578.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -3.5% | -15.1% | -17.8% |
| 7D | -44.6% | -3.3% | -41.3% | -44.1% |
| 30D | -55.0% | +11.7% | -66.7% | -56.3% |
| 3M | -38.3% | -5.9% | -32.4% | -37.7% |
| 6M | -48.8% | +46.7% | -95.5% | -53.9% |
| YTD | +38.3% | +48.2% | -9.9% | +23.8% |
| 1Y | +119.0% | +105.4% | +13.6% | +81.7% |
| 3Y | +1,092.0% | +502.8% | +589.2% | +685.5% |
| 5Y | +446.1% | +376.3% | +69.8% | +263.5% |
| 10Y | +1,381.7% | +400.0% | +981.7% | +789.6% |
| All | +2,898.2% | +319.7% | +2,578.6% | +1,703.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling