+232.7%
LITE vs EEM
+14.8%
+217.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.9% | -8.7% | -9.4% |
| 7D | -31.4% | -3.0% | -28.4% | -27.6% |
| 30D | -42.6% | -10.3% | -32.2% | -29.6% |
| 3M | -26.2% | -6.6% | -19.6% | -14.6% |
| 6M | -35.8% | -3.4% | -32.4% | -28.8% |
| YTD | +70.0% | +13.2% | +56.8% | +20.8% |
| 1Y | +232.7% | +15.0% | +217.7% | +124.6% |
| All | +232.7% | +14.8% | +217.9% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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